Sales Call Notes

You will see the questions are numbered. I go through the questions in order, starting with 1, then at the end of the call I go back and confirm the client’s contact information. 

You will notice there are a number of policy “cheat sheets” included on the back. Feel free to copy our policies or modify them to fit your business. 

The excel speadsheet included in your download is for creating your “Price Per Day” cheat sheet.

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