Pre Call Planning

Do your people plan sales calls?

Pre Plan Planning is a free sales plan template in Built on what has worked with thousands of sales people, this pre call planning template helps sales people be well prepared for sales calls and produce the best possible outcome from each interaction.A SalesForce AppExchange Partner

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Pre Call Planning Template includes:

  • Call objective
  • Intended outcome, next steps
  • What you want to learn, convey
  • What you will ask for
  • What you can give them


  • Improve sales call outcomes
  • Standardize the call planning process
  • Better preparation for sales calls
  • Great Value… it’s Free!

Pre Call Planning Template is free at the AppExchange. Enjoy!

For more on features, see the pricing page.