PRE CALL PLAN AND CONTACT REPORT

Customer: Date: Contract person: Position: Buyer type: Business Cycle:

Opening statement:

Purpose:

“Outcome or Objective” ( Must be “SMART” ):

Business Processes Relevant to this Contact:

Compiled by: Date of Contact: Persons Present: To Whom:

Steps: Questioning Plan Response

Pre-Commitment Questions Response

Topics Discussed and Action PlanNo Topic Action/s Resp. Deadline