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Pre-call Plan & Contact Report (Electronic)
1. PRE CALL PLAN AND CONTACT REPORT
Customer: Date:
Contract person: Position:
Buyer type: Business Cycle:
Opening statement:
Purpose:
“Outcome or Objective” ( Must be “SMART” ):
Business Processes Relevant to this Contact:
Compiled by: Date of Contact:
Persons Present: To Whom:
Steps: Questioning Plan Response