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Sales Call Prep Brief
salesNEWITY
Create a sales call prep brief from the following information about an upcoming prospect meeting:
- **Prospect name and company:** [Name / Company]
- **Source of the lead:** [referral / cold outreach / inbound inquiry / event]
- **What we know about their situation:** [paste any emails, notes, or context here]
- **What they're looking for:** [describe their stated need or problem]
- **Our solution being presented:** [product / service / package]
- **Known objections or concerns:** [price sensitivity / timing / competitor they're considering]
**Output:**
1. One-paragraph prospect summary (who they are and why they reached out)
2. 3–5 discovery questions to ask on the call (open-ended, focused on their pain points)
3. Anticipated objections and suggested responses (1–2 sentences each)
4. Recommended next step to propose at the end of the call
Keep it to one page. This is a prep tool, not a script — write it to be skimmed, not read word-for-word.
salescall prepdiscoveryprospectmeeting