A sales call template organizes potential client questions and responses so sales representatives can be prepared to handle objections, highlight the product’s or service’s value, and close the deal. It can be as simple as a few notes scribbled on a spare piece of paper or as formal as a preset template or fill-in-the-blank guided worksheet. Decide within your organization what works best for your sales team.

If you create a sales call template, don’t feel like you have to follow it to the letter. You should still let the potential customer’s comments ultimately guide your conversation—sales call planning merely prepares sales reps and keeps messaging more consistent across the organization.

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