<aside> ☎️ Use this on every first call. Cuts call time, raises close rates, and ensures you never forget the qualifier questions.

</aside>

Before the call (2 min prep)

• [ ] Read their LinkedIn — note their role + tenure
• [ ] Read their company website — note what they sell
• [ ] Pull their Contact row in the CRM — read prior notes if any

Open (1 min)

• [ ] Confirm their name + title + how they want to be addressed
• [ ] State the agenda + how long the call will run
• [ ] Ask permission to take notes

Qualify (10-15 min)

• [ ] What problem are they trying to solve?
• [ ] What have they tried before?
• [ ] Who else is involved in the decision?
• [ ] What's their timeline?
• [ ] What's their budget range?

Close (3 min)

• [ ] Recap what you heard
• [ ] Propose a clear next step (proposal, demo, follow-up call)
• [ ] Lock the calendar invite for the next step