Sales Call Planner Date Agency/Agent Name Organization Name Main Contact Name Main Contact Role Other Contacts on the Call Other Contacts Roles Potential Deal Size Current Pipeline Stage Best Case Most Likely Case Worst Case Time Agenda Item Desired Outcome Their Current Problems What We Need to Learn? Topics To Focus On Desired Next Action 10 Questions for your Next Meeting 1. Who is your customer? 2. Where is your customer located? 3. What are your goals for a digital campaign 4. How will you measure success on a digital campaign? 5. What makes up your current advertising mix? 6. Do you have a mobile (or video) strategy? 7. What are you looking to invest in digital quarter? 8. Who are your competitors? 9. Is there anything in the digital space I can help you learn more about? 10. In the past, what has worked well? What hasn’t? Submit