Please Update The Information Below during any Attempt to Call (ATC) or Appointment.
This will help you stay organized, remember conversations, and automatically follow-up with contacts
Please Update The Information Below during any Attempt to Call (ATC) or Appointment.
This will help you stay organised, remember conversations, and automatically follow-up with contacts
What we know
Top 3 Struggles:
Current Solutions or Efforts
(What have they tried so far?)
Biggest Obstacles to Success
(What’s stopping them from solving the problem?)
Short-Term Goals (Next 3-6 Months)
(What do they want to achieve soon?)
Long-Term Goals (Next Year or More)
(What’s the ultimate vision for success?)
Budget / Investment Willingness
(What are they open to investing?)
Decision-Making Authority
(Are they the final decision-maker? If not, who is?)
Urgency Level
(Are they ready now or just exploring options?)
Objections / Concerns
Key Insights / Call Summary
(If spoken to before, these have been the major takeaways)
Objections / Concerns
(If spoken to before, why did they not buy?)
Next Action Step (Proposal? Follow-up? Schedule another call?)
(If spoken to before, this was the next action step)
What offer did you present
(If spoken to before, this was the offer)
Estimate:
(If spoken to before, amount was the quote)
The Estimate Amount:
Actual $ or Estimate Only
The Sales Call System:
......... Thank You
......... Build A Connection
......... Set Call Intentions
......... Why Now?
......... Why Me?
......... Authority Question
......... Biggest Struggle?
......... Decide if you can help them
......... I'm Hearing and Understand You
......... The plan (1 - 2 - 3 ... what & why)
......... Benefit Statement (starting point to transformation point)
......... Would you like help with that?
......... Present Offer
......... Overcome Objections
......... The Details
......... Welcome / Onboard
......... Close Call
......... Follow-Up
