Pre-Call Preparation

how preparation and the right mindset are crucial to effective outreach. the importance of tracking leads, avoiding over-researching prospects, having a clear agenda, and maintaining a calm and focus

Pre-Call Checklist Reason

Helps you make neutral & Intention of calling
Tracking is important
Keep your toolkit ready like spreedsheet, CRM, Meeting scheduling software
Don't overresearch
Know what you have to say before your dial have an agenda
Be clear about outcome:
- Getting an meeting
- Request a callback
- Get an reference
- Sending a proposal

Pre-Call Checklist

Tracking and Tools: ○ Open your Google Sheet to actively track your calls. ○ Use a specialized tool like Begin to schedule and track meetings only after they are confirmed.
Research Limitations: ○ Spend no more than 3-5 minutes researching each prospect's LinkedIn profile and company information to avoid over-preparation.
Call Objectives: ○ Be clear about the outcomes you want from each call, which can include: ■ Scheduling a meeting. ■ Requesting a callback. ■ Asking for a reference. ■ Building a connection for future interactions.
Mental and Physical Preparation: ○ Engage in activities that help center your mind, like deep breathing or a quick meditation to reduce anxiety. ○ Ensure your calling environment is organized and free from distractions.
Communication Preparation: ○ Prepare your pitch and know exactly what to say before you start calling to avoid winging it during the conversation. ○ Have scripts or key points ready, along with responses to common objections or questions about your services.
Review and Rehearse: ○ Briefly review key details about the prospect to personalize the call. ○ Rehearse your opening line and pitch to ensure clarity and confidence during the call.

Additional Recommendations

Maintain a balanced approach during calls, avoiding overexcitement or desperation, as it can negatively influence the interaction.
Keep a list of key insights or questions handy to guide the conversation towards your call objectives effectively.

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Last updated 1 month ago

Pre-Call Checklist Reason

Helps you make neutral & Intention of calling

Tracking is important

Keep your toolkit ready like spreedsheet, CRM, Meeting scheduling software

Don't overresearch

Know what you have to say before your dial have an agenda

Be clear about outcome:

Getting an meeting
Request a callback
Get an reference
Sending a proposal

Pre-Call Checklist

Tracking and Tools: ○ Open your Google Sheet to actively track your calls. ○ Use a specialized tool like Begin to schedule and track meetings only after they are confirmed.

Research Limitations: ○ Spend no more than 3-5 minutes researching each prospect's LinkedIn profile and company information to avoid over-preparation.

Call Objectives: ○ Be clear about the outcomes you want from each call, which can include: ■ Scheduling a meeting. ■ Requesting a callback. ■ Asking for a reference. ■ Building a connection for future interactions.

Mental and Physical Preparation: ○ Engage in activities that help center your mind, like deep breathing or a quick meditation to reduce anxiety. ○ Ensure your calling environment is organized and free from distractions.

Communication Preparation: ○ Prepare your pitch and know exactly what to say before you start calling to avoid winging it during the conversation. ○ Have scripts or key points ready, along with responses to common objections or questions about your services.

Review and Rehearse: ○ Briefly review key details about the prospect to personalize the call. ○ Rehearse your opening line and pitch to ensure clarity and confidence during the call.

Additional Recommendations

Maintain a balanced approach during calls, avoiding overexcitement or desperation, as it can negatively influence the interaction.

Keep a list of key insights or questions handy to guide the conversation towards your call objectives effectively.