Pre-call Planner Tool | PDF - Free Printable

Educational worksheet: Pre-call Planner Tool | PDF. Download and print for classroom or home learning activities.

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- Fill in the "Selling Team Attendees," "Account," "Date of call," and "KARE Designation" fields at the top.
- Complete the "Cast of Characters" table by listing each client contact, their role, impact on the deal (High/Medium/Low), whether you’ve met before (Y/N), LinkedIn connection status (Y/N), DISC style (D, I, S, C), and existing relationship (Formal/Neutral/Informal).
- Answer “Have you pre-briefed?” with Yes or No.
- List relationship issues, business issues, and role/responsibilities under “Selling Side.”
- Specify what to bring: support materials, technical support, demo capability e-files, delivery/service examples, reference materials, or other.
- Define goals for the call.
- Write key questions to ask.
- Prepare responses to potential buyer questions.
- Note the planned up-front contract.

Parent Tip: Review the logic above to help your child master the concept of pre call planning worksheet.

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