Sales Call Checklist Account details Account name Project or opportunity Phone number Provide plastic sampling cups (789) 555-0134 Coho Vineyard for vineyard tours Location Primary contact Call date Sharon Salavaria Tuesday, July 27, 2008 Account executive Business development director Call time Kim Abercrombie 2:00 P.M. Marc Faeber Call purpose and expected outcome Secure an order for plastic sampling cups. Customer needs 500,000 per quarter. Our goal is to get a commitment for next quarter's order, which will be delivered before August 10, 2008. Customer participants Our company participants (name, title, role) (name, role) Marc Faeber, account executive Sharon Salavaria, buyer Kim Abercrombie, director Cannon, VP Planned agenda (include our business value and client industry issues) Introductions Samples and demonstrations Objectives Question and answer Product overview Next steps Capabilities Competitive issues and obstacles Required resources and advance preparation Need samples for the call. Current vendor has established strong Take invitation to company golf invitational. relationship. Make sure brochures are back from the Chris Cannon is hard to get to know. printer.
Sales Call Checklist Account details Account name Project or opportunity Phone number Coho Vineyard Provide plastic sampling cups for vineyard tours (789) 555-0134 Location Primary contact Call date Sharon Salavaria Tuesday, July 27, 2008 Account executive Business development director Call time Marc Faeber Kim Abercrombie 2:00 P.M. Call purpose and expected outcome Secure an order for plastic sampling cups. Customer needs 500,000 per quarter. Our goal is to get a commitment for next quarter's order, which will be delivered before August 10, 2008. Customer participants (name, title, role) Our company participants (name, role) Sharon Salavaria, buyer Cannon, VP Marc Faeber, account executive Kim Abercrombie, director Planned agenda (include our business value and client industry issues) Introductions Objectives Product overview Capabilities Samples and demonstrations Question and answer Next steps Competitive issues and obstacles Required resources and advance preparation Current vendor has established strong relationship. Chris Cannon is hard to get to know. Need samples for the call. Take invitation to company golf invitational. Make sure brochures are back from the printer.
Sales-Call-Checklist.docx