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Fifteen-Minute Call Prep Checklist

Checklist

Prepare quickly and walk in focused.

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Give me a checklist to prepare for a sales call in 15 minutes. Prospect and company: [PROSPECT_AND_COMPANY]. Source and history: [SOURCE_AND_HISTORY]. My goal for the call: [CALL_GOAL]. Public information I found: [PUBLIC_INFO].

Create a timed checklist:
Minutes 1-3: [ ] review notes and previous emails [ ] note the question they asked or the trigger for the call
Minutes 4-7: [ ] research (company website, recent news, role of the contact, recent hiring or product launches); record three facts with sources [ ] write one hypothesis about their problem
Minutes 8-10: [ ] write the call goal and the minimum acceptable outcome [ ] choose five questions in order [ ] note two possible objections and honest answers
Minutes 11-13: [ ] prepare proof points: one relevant case with numbers (permitted to share), one resource to send [ ] check the agenda and time
Minutes 14-15: [ ] test the link and audio [ ] close other apps, have notes visible [ ] read the first sentence aloud

Fill the checklist with the details I gave, produce a one-page call brief, and list what to avoid (talking about my company first, assuming needs, overpromising). If I have no information, say what to look up. Use only facts I gave or that are public.

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