Eaton Pre Call Checklist
Eaton Pre Call Checklist
General Items
- Stay positive and professional throughout the call
- Be prepared for technical issues and have a backup plan
Preparation Before the Call
- Review customer account history
- Understand customer needs and previous interactions
- Gather necessary product information
- Prepare a list of questions or topics to discuss
- Set clear objectives for the call
- Check for any recent updates or promotions
- Ensure all required tools and technology are functioning
- Confirm the call time and participant availability
During the Call
- Introduce yourself and establish rapport
- Confirm the purpose of the call with the customer
- Listen actively to customer concerns and needs
- Provide relevant product/service information
- Address any questions or objections
- Take notes for follow-up actions
- Summarize key points and next steps at the end
Post Call Follow-Up
- Send a follow-up email summarizing the discussion
- Include additional resources or information as needed
- Schedule any necessary follow-up meetings or calls
- Update CRM or customer records with call details
- Review call outcomes against objectives set
Generated from Panda Checklist
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