{"id":5076,"date":"2022-09-26T11:58:48","date_gmt":"2022-09-26T11:58:48","guid":{"rendered":"https:\/\/sales-ai-agents.com\/template\/pre-call-planning-template-why-use-one-and-how-to-create-it-nimbus-platform\/"},"modified":"2023-12-28T18:38:48","modified_gmt":"2023-12-28T18:38:48","slug":"sales-call-preparation","status":"publish","type":"product","link":"https:\/\/sales-ai-agents.com\/fr\/templates\/sales-call-preparation\/","title":{"rendered":"Sales Call Preparation"},"content":{"rendered":"<p>&nbsp;<\/p>\n<h2>Sales Call Preparation Template<\/h2>\n<h5>How to Use:<\/h5>\n<p class=\"desc-text\">Add in the following details:<\/p>\n<h5 class=\"desc-subtitle\">Call Information<\/h5>\n<p class=\"desc-subtitle\">This is important for future reference and follow-up. This should include:<\/p>\n<ul class=\"desc-item_list\">\n<li class=\"desc-item_list__point\">Date of the call.<\/li>\n<li class=\"desc-item_list__point\">Your team members, if applicable.<\/li>\n<li class=\"desc-item_list__point\">Reason for the call. For example, you may want to establish rapport and start a relationship.<\/li>\n<li class=\"desc-item_list__point\">Name of the company you have contacted.<\/li>\n<\/ul>\n<h5 class=\"desc-subtitle\">Clarify Your Objectives<\/h5>\n<p class=\"desc-subtitle\">Identify what you want to achieve by making the call. This may include:<\/p>\n<ul class=\"desc-item_list\">\n<li class=\"desc-item_list__point\">Schedule a meeting with your prospect.<\/li>\n<li class=\"desc-item_list__point\">Inform your prospect about your products and services.<\/li>\n<li class=\"desc-item_list__point\">Get their contact details so you can send them more information about what you offer.<\/li>\n<\/ul>\n<h5 class=\"desc-subtitle\">Research Information<\/h5>\n<p class=\"desc-subtitle\">This is any background information you have found about the company before you make the call. This could include:<\/p>\n<ul class=\"desc-item_list\">\n<li class=\"desc-item_list__point\">Contact names, their roles, email, and phone number.<\/li>\n<li class=\"desc-item_list__point\">What the company does.<\/li>\n<li class=\"desc-item_list__point\">The size of the company, in terms of the number of employees and their annual turnover, if it&#8217;s available publicly.<\/li>\n<li class=\"desc-item_list__point\">How long has the company been operating.<\/li>\n<li class=\"desc-item_list__point\">Identify reasons why the company needs what you offer.<\/li>\n<\/ul>\n<h5 class=\"desc-subtitle\">Your Checklist<\/h5>\n<p class=\"desc-subtitle\">This includes tasks you need to do before the call. For example:<\/p>\n<ul class=\"desc-item_list\">\n<li class=\"desc-item_list__point\">Having a script prepared for your call-to-action.<\/li>\n<li class=\"desc-item_list__point\">Preparing any marketing material or other information your prospect may ask for.<\/li>\n<li class=\"desc-item_list__point\">Having your notes from previous calls, if you&#8217;re doing a follow-up.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Get your free pre-call planning template to improve your sales results! Learn why having this template is so important for your business and how to use it.<\/p>\n","protected":false},"featured_media":25738,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false},"product_brand":[],"product_cat":[118,120],"product_tag":[],"class_list":{"0":"post-5076","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-sales","7":"product_cat-sales-management","9":"first","10":"instock","11":"virtual","12":"sold-individually","13":"product-type-simple"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Pre-Call Planning Template - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"Get your free pre-call planning template to improve your sales results! Learn why having this template is so important for your business and how to use it.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/fr\/templates\/sales-call-preparation\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pre-Call Planning Template - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"Get your free pre-call planning template to improve your sales results! Learn why having this template is so important for your business and how to use it.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/\" \/>\n<meta property=\"og:site_name\" content=\"Sales AI Agents\" \/>\n<meta property=\"article:modified_time\" content=\"2023-12-28T18:38:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2022\/09\/Sales-Call-Preparation-Template.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1700\" \/>\n\t<meta property=\"og:image:height\" content=\"1100\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/\",\"url\":\"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/\",\"name\":\"Pre-Call Planning Template - Sales AI Agents\",\"isPartOf\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2022\/09\/Sales-Call-Preparation-Template.png\",\"datePublished\":\"2022-09-26T11:58:48+00:00\",\"dateModified\":\"2023-12-28T18:38:48+00:00\",\"description\":\"Get your free pre-call planning template to improve your sales results! Learn why having this template is so important for your business and how to use it.\",\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/#primaryimage\",\"url\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2022\/09\/Sales-Call-Preparation-Template.png\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2022\/09\/Sales-Call-Preparation-Template.png\",\"width\":1700,\"height\":1100,\"caption\":\"Sales Call Preparation Template - Nimbus Platform\"},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sales-ai-agents.com\/#website\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"name\":\"FuseBase\",\"description\":\"Sales AI Agents - Free Online Collaboration Software for Remote Teams. Build your wikis, client portals and more with the Nimbus Platform collaboration tool ? A perfect space for online work\",\"publisher\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/sales-ai-agents.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/sales-ai-agents.com\/#organization\",\"name\":\"FuseBase\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg\",\"width\":128,\"height\":128,\"caption\":\"FuseBase\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Pre-Call Planning Template - Sales AI Agents","description":"Get your free pre-call planning template to improve your sales results! Learn why having this template is so important for your business and how to use it.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sales-ai-agents.com\/fr\/templates\/sales-call-preparation\/","og_locale":"fr_FR","og_type":"article","og_title":"Pre-Call Planning Template - Sales AI Agents","og_description":"Get your free pre-call planning template to improve your sales results! Learn why having this template is so important for your business and how to use it.","og_url":"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/","og_site_name":"Sales AI Agents","article_modified_time":"2023-12-28T18:38:48+00:00","og_image":[{"width":1700,"height":1100,"url":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2022\/09\/Sales-Call-Preparation-Template.png","type":"image\/png"}],"twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/","url":"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/","name":"Pre-Call Planning Template - Sales AI Agents","isPartOf":{"@id":"https:\/\/sales-ai-agents.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/#primaryimage"},"image":{"@id":"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/#primaryimage"},"thumbnailUrl":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2022\/09\/Sales-Call-Preparation-Template.png","datePublished":"2022-09-26T11:58:48+00:00","dateModified":"2023-12-28T18:38:48+00:00","description":"Get your free pre-call planning template to improve your sales results! Learn why having this template is so important for your business and how to use it.","inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/"]}]},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/sales-ai-agents.com\/templates\/sales-call-preparation\/#primaryimage","url":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2022\/09\/Sales-Call-Preparation-Template.png","contentUrl":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2022\/09\/Sales-Call-Preparation-Template.png","width":1700,"height":1100,"caption":"Sales Call Preparation Template - Nimbus Platform"},{"@type":"WebSite","@id":"https:\/\/sales-ai-agents.com\/#website","url":"https:\/\/sales-ai-agents.com\/","name":"FuseBase","description":"Sales AI Agents - Free Online Collaboration Software for Remote Teams. Build your wikis, client portals and more with the Nimbus Platform collaboration tool ? A perfect space for online work","publisher":{"@id":"https:\/\/sales-ai-agents.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/sales-ai-agents.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/sales-ai-agents.com\/#organization","name":"FuseBase","url":"https:\/\/sales-ai-agents.com\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/","url":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg","contentUrl":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg","width":128,"height":128,"caption":"FuseBase"},"image":{"@id":"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/product\/5076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/types\/product"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/media\/25738"}],"wp:attachment":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/media?parent=5076"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/product_brand?post=5076"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/product_cat?post=5076"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/product_tag?post=5076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}