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<h4 style="text-align: center">Before and during the call</h4><div class="column-block" style="width: 100%; display: flex; gap: 24px; padding: 8px 0;"><div data-column-width="50" class="column" style="width: 50%; ">Use it to ensure thorough preparation and effective communication. After the call, reflect on each criterion, scoring from 1 (Poor) to 5 (Excellent), and jot down specific comments for improvement. This process helps identifying strengths and areas needing development, fostering continuous growth in sales skills.</div><div data-column-width="50" class="column" style="width: 50%; "><div style=""><figure data-media-width="282" data-media-height="220.03125" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure"><div style="height: auto;width: 282px; "><img src="https://storage.distribute.so/media/dantethedonkey/dcf90343-299a-4e05-beaf-a9600a9659ad/27a8d5fa-c068-4cdb-be05-aa6e1ae53fdb.png" alt="man-calling.png" title="man-calling.png"></div></figure></div></div></div><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1">Stage</th><th colspan="1" rowspan="1">Criteria</th><th colspan="1" rowspan="1">Check (✔/✘)</th><th colspan="1" rowspan="1">Score (1-5)</th><th colspan="1" rowspan="1">Comments</th></tr><tr><td colspan="1" rowspan="1">Preparation</td><td colspan="1" rowspan="1">Research on company and contact</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Insight into company&apos;s industry, size, and competition</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Understanding contact&apos;s role and background</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Identifying common interests for rapport building</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Review of company&apos;s web presence</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Analysis of products, services, and values</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Awareness of current projects and goals</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Formulation of targeted questions</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Development of open-ended, probing, and closing questions</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Recap of past interactions and notes</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Recall of historical information and previous commitments</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1">During the Call</td><td colspan="1" rowspan="1">Self-introduction and company representation</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Professional tone and clear information about self and company</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Establishing rapport</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Engaging questions about contact&apos;s responsibilities</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Sharing mutual interests and active listening</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Clear articulation of call&apos;s purpose</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1">Presentation</td><td colspan="1" rowspan="1">Explanation of product/service benefits</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Use of visuals and straightforward language</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Handling of objections or concerns</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Active listening and providing reassurances</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Presentation of success stories and examples</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1">Closing the Call</td><td colspan="1" rowspan="1">Summarization of key discussion points</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Proposal for next steps or sale closure</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">- Confident tone and clear action plan</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1">Post-Call Actions</td><td colspan="1" rowspan="1">Update of CRM and sales tracking</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Dispatch of relevant information to contact</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">Preparation for subsequent interactions</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr></tbody></table></div><div class="column-block" style="width: 100%; display: flex; gap: 24px; padding: 8px 0;"><div data-column-width="50" class="column" style="width: 50%; "><h4 style="text-align: start">How to Use</h4><div class="callout" style="background-color: rgb(0, 134, 200, .1)">📑<div class="callout__text">Pre-Call: Focus on comprehensive research and planning.During Call: Emphasize connection, clarity, and conveying value.Closing: Summarize effectively and propose clear next steps.Post-Call: Ensure prompt follow-up actions and documentation.Review: Utilize the checklist to appraise the call, highlighting areas of strength and those needing enhancement.</div></div></div><div data-column-width="50" class="column" style="width: 50%; "><h4 style="text-align: start">Scoring Guide</h4><div class="callout" style="background-color: rgb(3, 147, 79, .1)">📒<div class="callout__text">1 = Poor | Far below the expected standard2 = Fair | Requires significant improvements3 = Average | Meets basic expectations4 = Good | Demonstrates proficiency and skill5 = Excellent | Surpasses expectations with outstanding performance</div></div></div></div><h4 style="text-align: start"></h4>

Sales Call Review Checklist