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Sales Calls Report Template

sales call report templates
Free Sales Call Report Templates from sales calls report template , image source: fitsmallbusiness.com

sales calls report template

It may look like an easy step. Just open a new document and start typing, right? But it’s rare for this to work for me. I love to have a strong working title and an outline before I write a lot of. John’s written about this earlier, after he discovered he could accelerate his composing process ~600 percent by producing a summary .

As I wrote an outline for a post this week I realized I had been repeating the exact same procedure for every new post I work on. Like any good programmer, I realised repeating the exact same work over and above means that’s probably a good opportunity for automation.

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

For every template I’ve created a gist to show you what they look like. They’re just Markdown documents, so go right ahead and save them, rename them if you like, and copy-and-paste the contents into a new file whenever you’re ready to write. Click on the”view raw” link to the bottom of every gist to observe the plain text version, which you may copy into a new file on your favorite writing program.

With this template, I can begin with answering each dot point using a few notes about what I should write in that section. From the time I am done, I will have a rough sketch of what the finished piece will look like. This should make it easier to expand my notes into fully-formed paragraphs and cause them to flow into each other well, since I understand the arrangement of the whole piece beforehand.

Using the template, I discovered that my summarizing procedure became more involved. I’d actually planned to perform a complete rough draft of that post in the early hours, but it took me a few hours just to have the outline done, so I set the draft off for a different day.

On the flip side, I had over 1600 words composed in my outline, and a good idea of what each segment would contain and how they’d work together to create a feeling of flow in the post. Though outlining took longer than normal, drafting took time because I’d set myself up for victory. Composing 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 had been quite a different process to how I normally do the job, and I had been tempted a few times to prevent the additional research or thinking required to complete the outline properly. I often put off these things till I am drafting, and that’s when I should be centered on writing instead. I adhered to it, however, and from the time I got around to writing the draft I was glad I had.

I’ve really overhauled my outline and research process by using this template. It’s a more productive part of my process now and makes printing easier. Hopefully it’ll lead to better work, also.

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