Templates
Sales call checklist template

Sales call checklist template

Transform your sales conversations with our checklist covering preparation, execution, and follow-up. Increase conversion rates and close more deals.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Sales call checklist template

Transform your sales conversations with our checklist covering preparation, execution, and follow-up. Increase conversion rates and close more deals.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our sales call checklist template empowers your team to conduct more effective sales conversations through a data-driven approach. This checklist guides sales professionals through crucial pre-call preparation, execution strategies, and follow-up actions, eliminating the common pitfall of forgotten details. When your team uses it for important client calls, they’ll address objections more confidently and secure more commitments.

A survey by Focus Digital found that sales call conversion rates are generally from 13% and 25%, depending on the industry. This customizable template helps position your team toward the higher end of that spectrum by reminding you to cover every key step.

Related categories

Created by

Author Name Oti Francis
Preview of the template
Page 1
Preparation
Reviewed the prospect's website and background information
Identified the key decision makers for this opportunity
Prepared talking points and questions based on the prospect's needs
Rehearsed the call and anticipated potential objections
Call Execution
Opened the call with an engaging introduction
Listened actively and asked insightful questions
Discussed the prospect's pain points and how our solution can help
Provided a clear and compelling value proposition
Addressed any objections or concerns raised by the prospect
Obtained next steps and a commitment from the prospect
Follow-up
Sent a thank-you email and any promised materials
Logged the call details in the CRM system
Scheduled a follow-up call or meeting
Discussed the call with the sales team and identified next actions

Frequently asked questions

How can I customize this sales call checklist for my industry?

You can adapt this checklist by adding industry-specific questions in each section. For preparation, include research points relevant to your sector. During execution, incorporate questions addressing common industry pain points. The follow-up section can be modified to include specialized materials or compliance requirements unique to your field.

What’s a good way to introduce this checklist to my sales team?

Introduce the checklist during a dedicated training session where you demonstrate its value through role-playing exercises. Share specific examples of how each section prevents common sales call mistakes. Start by implementing it for one week, then gather feedback. Emphasize that it’s a supportive tool rather than a performance evaluation mechanism.

When should I complete the preparation section of this checklist?

Complete the preparation section at least one day before your scheduled call. This gives you time to gather missing information, rehearse your approach, and mentally prepare. For high-value prospects, consider starting preparation even earlier to allow for deeper research and more thoughtful question development.

What should I do if I can’t check off all items during the actual call?

Don’t worry about completing every item—the checklist serves as a guide, not a rigid script. Prioritize the most relevant items based on the conversation flow. After the call, review unchecked items to determine if they should be addressed in follow-up communications or subsequent conversations.

Author
Oti Francis
Oti Francis is a versatile Content Writer specializing in B2B and B2C content. Passionate about using content to drive audience engagement, brand ROI, and business success, Oti excels in creating impactful, SEO-optimized materials. At Lumiform, they contribute to enhancing workflow automation and operational excellence, bringing creativity and strategic insight to every project.
This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.