Explore

Strategy Call Review

Call Review Template for Strategy Calls

Salesperson Name:

Date:

Prospect Name:

1. Pre-Frame and Objection Handling Setup (0-10 scale)

Set clear expectations for the call: ___

Addressed potential objections upfront (partner, think about it, money): ___

Explored the prospect’s buying process: ___

Notes:

Example: Did the rep effectively pre-frame the call to reduce objections later?

Example: Did they uncover potential decision-making roadblocks early?

Actionable Steps or Questions for Improvement:

2. Connection and Rapport Building (0-10 scale)

Engaged the prospect with a warm and enthusiastic tone: ___

Reconnected with the reason they booked the call: ___

Built trust and rapport by personalizing the conversation: ___

Notes:

Example: Did the rep make the prospect feel comfortable and valued?

Example: Did they reference prior conversations or details to build trust?

Actionable Steps or Questions for Improvement:

3. Solution Awareness and Ideal Outcome Exploration (0-10 scale)

Asked about the prospect’s ideal solution: ___

Explored what success would look like 6-12 months down the line: ___

Uncovered past efforts and challenges in solving their problem: ___

Notes:

Example: Did the rep ask open-ended questions to uncover the prospect’s vision?

Example: Did they identify what has prevented the prospect from achieving their goals?

Actionable Steps or Questions for Improvement:

4. Future Pacing and Emotional Buy-In (0-10 scale)

Painted a clear picture of the prospect’s future success: ___

Explored how achieving their goals would impact them personally: ___

Probed for emotional drivers (e.g., freedom, impact, stress reduction): ___

Notes:

Example: Did the rep help the prospect emotionally connect with their ideal outcome?

Example: Did they explore how solving the problem would change the prospect’s life?

Actionable Steps or Questions for Improvement:

5. Cost of Inaction (COI) (0-10 scale)

Explored the consequences of not taking action: ___

Probed for emotional and practical impacts of inaction: ___

Used probing questions effectively (e.g., “How would you feel about that?”): ___

Notes:

Example: Did the rep help the prospect understand the risks of staying in their current situation?

Example: Did they create urgency by highlighting the cost of inaction?

Actionable Steps or Questions for Improvement:

6. Qualification and Need to Change (0-10 scale)

Clarified the prospect’s willingness to change their situation: ___

Explored why the change is important to them now: ___

Qualified the prospect’s commitment to achieving their goals: ___

Notes:

Example: Did the rep confirm the prospect’s readiness to take action?

Example: Did they uncover the deeper “why” behind the prospect’s desire to change?

Actionable Steps or Questions for Improvement:

7. Transition to Solution Presentation (0-10 scale)

Summarized the prospect’s logical and emotional pain points: ___

Clearly transitioned into presenting the solution: ___

Aligned the solution with the prospect’s specific needs and goals: ___

Notes:

Example: Did the rep effectively connect the prospect’s pain points to the solution?

Example: Was the transition smooth and logical?

Actionable Steps or Questions for Improvement:

8. Solution Presentation (0-10 scale)

Clearly explained how the solution works: ___

Highlighted the benefits and ROI of the solution: ___

Tailored the presentation to the prospect’s specific goals and challenges: ___

Notes:

Example: Did the rep focus on the prospect’s desired outcomes rather than just features?

Example: Was the presentation engaging and easy to understand?

Actionable Steps or Questions for Improvement:

9. Committing Questions and Objection Handling (0-10 scale)

Asked for the prospect’s feedback and buy-in throughout the call: ___

Handled objections effectively (e.g., money, partner, timing): ___

Reinforced the value of the solution to overcome hesitations: ___

Notes:

Example: Did the rep address objections confidently and empathetically?

Example: Did they reinforce the prospect’s emotional and logical reasons for buying?

Actionable Steps or Questions for Improvement:

10. Closing and Next Steps (0-10 scale)

Clearly explained the next steps (e.g., payment, onboarding): ___

Created urgency to move forward (e.g., limited spots, timelines): ___

Successfully closed the deal or scheduled a follow-up: ___

Notes:

Example: Did the rep confidently ask for the sale?

Example: Was the prospect clear on what happens next?

Actionable Steps or Questions for Improvement:

11. Overall Communication Skills (0-10 scale)

Active listening and adapting to the prospect’s responses: ___

Maintained focus on the prospect’s needs and goals: ___

Used clear and engaging language throughout the call: ___

Notes:

Example: Did the rep demonstrate strong communication and listening skills?

Example: Did they keep the conversation prospect-focused?

Actionable Steps or Questions for Improvement:

Overall Call Rating: ___ / 110

Key Strengths:

Areas for Improvement:

Action Plan for Next Call:

Likelihood of Closing: ___%

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.