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Sales Call Reporting Template

sales call meeting planning template
Sales Call Planner Tool from sales call reporting template , image source: www.slideshare.net

sales call reporting template

It might seem to be a simple step. Simply open a new document and start typing, right? Nonetheless, it’s rare for that to work for me. I like to have a strong working title and a summary before I write too much. John’s written about this earlier, after he discovered he could accelerate his writing process ~600% by producing a summary first.

As I wrote an outline for a post this week I realised I was repeating the same procedure for every new post I work . Like any fantastic programmer, I realised repeating the same work over and above means that’s probably a good chance for automation.

So I decided to create a few templates for myself.
I started by developing a template for the common Ghost blog post structure. Since that arrangement’s particular to mepersonally, I created a template based on how John constructions his articles, and another based on a writer whose work I respect.

For each template I’ve made a gist to show you exactly what they look like. They are just Markdown files, so go ahead and save , rename them if you prefer, and copy-and-paste the contents into a new file whenever you are ready to compose. Click on the”view raw” link on the bottom of each list to view the plain text version, which you can copy into a new file on your favorite writing app.

With this template, I can begin with answering each dot line using a few notes about what I should write in that segment. From the time I’m done, I’ll have a rough sketch of what the finished piece will look like. This should make it easier to expand my notes to fully-formed paragraphs and make them flow to each other nicely, since I know the structure of the entire piece in advance.

Using the template, I found that my summarizing procedure became much more involved. I had really planned to perform a complete rough draft of the post in the morning, but it took me a few hours simply to get the outline done, so that I put off the draft for another day.

On the flip side, I’d over 1600 words composed in my outline, along with a good idea about what each segment would contain and how they would work together to create a sense of flow from the article. Even though outlining took more than usual, drafting took time since I had put myself up for victory. Writing the draft was only a matter of taking each chunk of notes from the outline and filling it out into a readable paragraph or two.

It was quite a different procedure to the way I normally work, and that I was tempted a couple of times to avoid the extra research or thinking required to complete the outline correctly. I often put off these things till I’m drafting, and that’s when I must be centered on writing rather. I adhered to it, however, and from the time I got around to writing the draft I was glad I’d had.

I have actually coined my outline and research process by using this template. It is a more effective part of my procedure now and makes drafting easier. Hopefully it will lead to better function, too.

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