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A sales call sheet is a valuable tool you can use to track sales calls, enhance quality, and eventually increase sales. These call sheets can help you better understand the client you are dealing with. The recorded details can help you tailor your sales pitch and strengthen client relations.
Owing to its versatility, a call sheet can be adapted by different departments and industries. For example, the HR team can use a call sheet to record the details of the recruitment process. A production company can use it to ensure crew members are well aware of the shooting schedule.
Considering the tool's importance, we have several pre-designed call sheet templates available. You can download the samples and customize them according to your product, sales, and client details.
Are you looking for an efficient tool to plan and track sales call data? Here are our top seven sales call sheet templates that are designed to help you shorten sales cycles, close successful deals, and gain insights into employee performance.
Call Sheet Templates with Examples
Are our call sheet templates worth downloading? How do they help your business? Here are some of the advantages our well-structured call sheets provide:
- They are a comprehensive recording tool. For example, you can note details about the sales representative, as well as expected questions and answers on the call.
- They help you identify improvement areas.
- You can build client profiles based on how they respond to calls and supporting material.
- It could help standardize processes across sales, marketing, and HR departments.
- The templates are ready to use, so you save time and effort.
Let us explore some of our top call sheet templates you can use.
Template 1: One-Pager Sales Call Planning Sheet
Going into a sales call well-prepared is half the battle won. Being ready with product details, supporting materials, and answers to anticipated questions helps the client trust your abilities. Our one-page sales call planning template is a comprehensive preparation tool. You can note details about the sales team, primary contacts, and client relations. It also mentions the goals and the key questions to be asked during the sales call, helping you drive the conversation accordingly. Download the template and improve sales call quality.
Template 2: Weekly Sales Calls Updated Status Sheet
Do you want to track the number of calls made by your sales team? If so, use our weekly sales calls updated PPT. It lets you track the total number of new and follow-up calls made by every sales employee on the team. You can record the number of calls daily for up to a week. The slide is 100% editable, so you can add/remove days as required. The tabular format helps understand where the team stands at one glance. Grab the PPT now.
Template 3: Call Center Agent Review Sheet for Customer
Do you want to measure employee performance from the customer's perspective? Here is a review sheet template you can share with your customers to understand a call center agent's performance. It lets the customer rate the agent's skills from 1 to 5. The template measures call handling, problem-solving skills, and closure of calls. You can identify areas for improvement with the final score, which will eventually help you provide a better customer experience. Download the template and optimize team performance.
Template 4: One Pager Recruiter Sales Call Sheet
Are you looking to hire new talent for your company? Here is a one pager recruiter sales call sheet that can help streamline the recruitment process. It lets you record candidate and interviewer details. The template includes four tables: position, applicant, interview and call information. You can note down details for multiple positions and applicants using a single recruiter call sheet. The uncluttered design approach makes it easier to record information. Get the customizable template now.
Template 5: One Pager Production Call Sheet Template
A production call sheet is a document typically prepared by the first Assistant Director (AD). It informs the cast and crew about the shooting schedule and instructions for a hassle-free filming process. Our one page call sheet is neatly structured to provide details around shooting, cast and crew, meals, special instructions, and an advance schedule. The template is 100% editable so that you can customize text and design elements according to the production company. Download the template for a smooth filming process.Â
Template 6: One Pager Sales Call Follow-Up Sheet
A follow-up sales call shows the client you are actively interested in doing business with them. The client is not just another lead on the Excel sheet. You can keep track of such customers using our sales call follow-up sheet. You can note details like last and next contact, lead status, and source. As a manager, you can use the same sheet to review the sales rep's performance over call. Grab the template and secure deals with clients.
Template 7: One-Pager Sales Call Sheet
Developing and recording data about potential customers is the primary objective of sales prospecting. It ensures you have a healthy pipeline of leads to utilize. You can build and share a database of potential customers using our sales call sheet. The template includes a 10-column table with details like lead name, contact, source, and region. It lists the person responsible for handling the lead, along with potential opportunities and chances of sales. Download the call sheet and convert potential customers into paying customers.Â
Template 8: One-Pager Sales Call Tracking SheetÂ
Sales call performance is an important metric that affects the team's overall sales goal. You can measure this metric by tracking the time and amount a sales rep spends on a call. You can use the results to understand which sales rep needs more guidance and training. Our sales call tracking sheet is pre-designed to serve this metric measurement. It presents data in a simple tabular structure which can be customized according to the team size. Grab the call tracking sheet today.
Template 9: One Pager Product Directory Call Sheet Design
Do you want to know your telemarketing team's performance? If so, our one-pager product directory call sheet can be helpful. The first section provides a graphical view of sales performance with details like outbound calls, top performers, and sales pipeline funnel. The second section is a collection of tables with details about products, clients, and sales. The template can be customized to include your company name, logo, and teams. Download the template for a comprehensive sales performance overview. Â
Template 10: One Pager Production Crew Call Sheet
Here is another sample of a crew call sheet that production companies can use. The template provides details such as call time, shuttle info, meal timings, cast, and pick-up times. It also includes an advanced shooting schedule with location details. You can use this well-organized crew call sheet for shooting movies, TV shows, or commercial films. The template includes editing instructions, which you can use to customize text, color, and other design elements. Get the template now.Â
Template 11: Sales Call Prospecting Sheet with Rating and Comments
In order to meet sales targets, you must continually identify and contact potential customers. You can capture the details for such leads with our sales prospecting sheet. It uses a table and descriptive icons to present data. You can track customer and product data. The USP of the sheet is that it includes prospect ratings and comments. For example, you can note the lead's probability of becoming a paying customer. Download the template and improve your lead conversion rate.
Template 12: Cold Calling Tracking Sheet of Company
The advantage of cold calling is that you can reach a large audience base while remaining consistent with your offering. You can then use a tool like our cold calling tracking sheet to understand how the calls help the sales team. You can set monthly and weekly calls and meet goals. You can then track details like calls made, contacts, and appointments sets. The sheet uses tables and charts to facilitate easy understanding of data. Grab the template and turn calls into appointments.
Track and Review Performance with Our Call Sheet Templates
Our range of call sheets can be used for planning, tracking, and performance reviews. For example, you can track a sales rep's or team's performance over calls, build a database of potential customers, or inform the cast and crew of shooting schedules. Adapting these call sheets can offer benefits like streamlined processes, improved team performance, and increased sales numbers. All templates are easy to understand and use. They can also be customized according to your brand colors, department, and team structure.
A production call sheet forms the basis of effective communication on a shooting set. If you are a media company, explore our must-have production call sheet templates, which can help organize all the moving parts and people for a seamless filming experience.
