Pre-Sales Phone Calling numbers tracking
Please fill out this form EACH grouping of phone calls.  We are far more effective if we time block a time frame to make and set goals for that time frame.  You could have a number of these you submit each day.  Questions 10 and beyond you can complete on your last work order submitted.
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Industry Calling On *
What industry did you make phone calls for?
What triggered you calling individual? *
Start Time *
What time did you start making phone calls?
Time
:
End Time *
What time did you stop making phone calls?
Time
:
Calling completed for. *
Who are you making phone calls for?
1. What were your goals for your calling segment? *
Calls? Pick up? Talk tos? Appointments Set?
2. Did you achieve your goals? *
Why or why not?
3. Phone Calls Made
How many calls did you make today?
4. Phone Call Pick Ups
How many calls did someone pick up?
5. Phone Call Talk Tos
How many leads did you talk to? This does not include "Gate Keepers."
6. Number of Appointments Set
These would be ANY appointment you set.  (30 MSS, follow through, Bxr, Other)
Name, Date, Type (30 minute strategy session set) (Follow up) (Bxr) (Other)
List name and date of the 30 minute apppointment.
7. How many of your appointments were kept today?
These would be ANY appointment you kept.  (30 MSS, follow through, Bxr, Other)
8. Number of 30 minute Strategy Sessions completed today.
> > > ONLY 30 MSS.  Please make sure you manage Up/Out after each 30 MSS with the proper format to the right people.  
9. Sales Asked For
List name and type of sale asked (BXR, MMP, AV, or EVA)
10. Sales Made
Sales made for Business Xray, Action Vision, Mastermind Partnerships, IP Courses.
Name, Type of Sale, and Date
List the name, Type of sale and date of sale that you made.
11. Referrals
Were you given any referrals?  # of referrals
Name of Referrals
Please list out names and who referred them.
12. Please DETAIL out the people you talked to what they said and what you said as well.
Complete Following At the End Of Every Day
13. Do you have a plan for your next day of calls?
14. Next Day Of Calls - Are you clear as to the type of calls, your script you will use, objections you may face and the goals for calling this group?
IMPORTANT NOTE:  It is critical that you fully plan / map out your calls for the next day before the end of today.  
Not preppared
Totally prepared
Clear selection
15. What did I learn from the calls I made today?
16. What do I wish I was better trained in?  
17. Was there anything I really enjoyed doing today?
18. What could I do to better enjoy making phone  calls  and/or do a better job / produce better results?  
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