The RSW/US Definitive Pre-Call Checklist for a Productive First Prospect Meeting
Preparing for a first prospect call can be done efficiently, and doesn’t need to take a huge chunk out of your day.
But too many firms rely on improvisation, assuming their creativity or track record will carry the conversation.
Prospects need to see you’ve done some level of prep, ask relevant questions, and establish credibility.
Here is what establishing a repeatable pre-call framework will do for you:
- Make your first meetings more efficient
- Ensure nothing falls through the cracks
- Show your prospect you’ve done the homework
- Make you feel more comfortable walking into that meeting
The Definitive Pre-Call Checklist for a Productive First Prospect Meeting
That’s why we created this simple, straightforward pre-call checklist.
It’s designed specifically for agencies, marketing services, PR, and Professional Services firms.
It walks you through the research, positioning, and question-building you should do before every prospect call.
From identifying who will be in the (virtual) room, to curating smart, strategic questions that show you understand their business, the checklist ensures you don’t overlook the details that matter most.
Here’s what you’ll walk away with:
- The Brief “Must-Have” Research
- Tactical Due Diligence That Often Gets Overlooked
- Sample Strategic Questions To Prep Beforehand
- Assets to Have On Hand Without Overwhelming Your Prospect
- Final Important Steps To Lock Down Pre-Call
This approach comes from years of our RSW/US experience working with agencies and firms to open doors and get closer to closing business.
Whether you’re new to business development or a seasoned pro looking to sharpen your approach, this checklist will help you maximize every prospect interaction.
Instead of winging it, you’ll head into each call with clarity, focus, and the kind of preparation that prospects will notice and appreciate.
And if you need help getting more first meetings, contact us here for a conversation.
