Pre-Calling Checklist

The pre-call checklist is something I do before every dialing session. I do this to be ready and have everything I need up and running when I’m making my calls. This checklist is all the essentials you need available to do your job effectively. It’s a good habit to have the start like this from the very beginning.

1. Open CRM
2. Open Aircall dialer
3. Open the submission form link
4. Open questionnaire (printed preferable)
If you have access to a printer, I would print 4-5 copies out and keep them close by.
5. Open script (printed preferable)
If you have access to a printer, I would print 1 out to use while making calls.
6. Open the calendar and pick two days from the current week around two weeks out for suggested meeting dates.
7. Pen and paper for writing things down.