Free checklist
Sales call checklist: before, during and after the call
One printable page with 25 short steps. Tick them off before you dial, keep it beside you during the call and use the last block to learn from it.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
Sales call checklist: before, during and after the call
Before the call
- State the goal of the call in one sentence.
- Read the client's notes and the last contact.
- Check the client's name, role and pronunciation.
- Write your opening line: who you are and why you call.
- Prepare two or three open questions.
- List the likely objections and one reply to each.
- Decide which next step you will propose, with a date.
- Close other tabs and silence notifications.
During the call
- Open with your name, company and the reason for the call.
- Ask whether it is a good moment and respect the answer.
- Ask open questions and let the client finish.
- Listen more than you speak.
- Note the client's own words and use them later.
- Meet an objection calmly: acknowledge, ask, then respond.
- Use plain language and avoid jargon.
- Sum up what you heard before you propose anything.
- Agree one clear next step with a date.
After the call
- Write your notes while the call is fresh.
- Record needs, concerns and the agreed next step.
- Send the promised message or material on time.
- Set a reminder for the follow-up date.
- Update the client record.
- Note what went well and one thing to change.
- Write down the objections you heard and how you answered.
- Practise the hardest moment aloud before the next call.
Practise the call before the real one
Free plan: practise a call with an AI customer and see what to change next time.
Practise with an AI customer