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The Sandler Pre-Call Planner Tool

Do your salespeople go into the first meeting with a clear plan—or do they just wing it?
Top sales performers never wing it. They plan ahead, rehearse, and follow a structured process. Research shows the top 10% of salespeople are more organized, leading to better results.
At Sandler, we teach sales teams to use a Pre-Call Planner to stay prepared. This tool helps them store key contact details, record important notes, set goals, outline next steps, and plan the right questions to ask.
Want to improve your team's efficiency? Download a free, editable Pre-Call Planner to share with your team >>>
