Introduction
Preparing for sales calls can significantly improve meeting outcomes by ensuring you have a complete understanding of each external attendee’s background and objectives. This “Sales Pre-Call Prep” template streamlines research and note preparation, allowing you to walk into every call well-informed and confident.
⚠️ Before running this workflow
Be sure to connect your calendar and CRM in settings.
How this template works
- The Operations agent reviews your daily calendar to identify upcoming meetings and flags any external attendees.
- For each external meeting, a Research agent researches the attendees’ company and background to identify likely priorities, questions, and general background info.
- A sales agent checks your CRM for recent interactions to review any specific action items or goals from previous chats.
- The Sales agent consolidates the research into comprehensive pre-call notes and emails them to you before the call.
Why you should use a Sales Pre-Call Prep template
A structured workflow for sales prep ensures you never miss critical information when connecting with potential clients or partners. With research, insights, and organized talking points automatically delivered, you save time, focus on building stronger relationships, and confidently guide the conversation.
Who should use a Sales Pre-Call Prep template
Sales professionals, account executives, business development representatives, and anyone responsible for prospect engagements will benefit from this template. Those who regularly meet with external stakeholders will gain a streamlined process to stay on top of attendee backgrounds, company details, and conversation strategies.