A Failure to Plan is a Plan to Fail – Ben Franklin
Would you like to improve communication across your team? What about with your customers? How does this change when thinking about internal vs external customers?
These questions can inform next steps. This call plan tool is how I improve communication quickly within the teams that I work with. And, it is how we prepare for meetings, events, and content creation
Catalyst Sale Call Planning Template
What happens if you fail to plan?
- You may ask the wrong questions
- You may miss on the questions you intended to ask
- You make assumptions
- You create risk
Reduce Risk and Execute
- Be clear about your criteria for success
- Be respectful of your customer’s time
- Set expectations and execute
Looking for Ways to Improve your Planning and Execution?
Execution is critical for a high performing team. In sales, it is easy to determine success. Did you achieve your number or not? Forecasting is another important aspect. Accurate forecasts help your team with investment decisions, accurate forecasts create predictability in revenue, accurate forecasts build trust.
We discussed the importance of process and why your Sales Process and the Customer