Sales call preparation in two minutes what to read on the record
Before you call a lead, read five things on the record: who they are, where they came from, what was sent, what they said and what you noted.
- No credits, no data tax
- Your data stays yours
- Email only, on purpose
- Unlimited users
Preparing is reading, not searching
Sales call preparation does not need an hour of research. For a first or second call with a small business, two minutes on the lead record usually tell you enough to open the conversation well and not ask what you already know.
That only works if the record holds the answers. When the source, the emails that went out, the reply and your notes sit on the same company, preparing is reading, not searching through inboxes and spreadsheets.
Riftjaw keeps that on one record: the status, your notes and custom fields, the source and date of the import, and every email that already went to the company. You decide what to say on the call; Riftjaw keeps the data in order.
What to read before the call
More on keeping this per company: outreach tracking per company.
| What | Where on the record | Why it matters |
|---|---|---|
| Who they are | Company name, website, industry and town | So you open with their business, not a pitch |
| Where they came from | The import, source file and date | So you can answer "how did you find us?" honestly |
| What was sent | The email history of the company | So you do not repeat the first message |
| What they said | The reply and the status Replied | So you start from their own words |
| What you noted | Notes, tags and custom fields | So the next step is already written down |
Common mistakes in call preparation
Researching from zero
If the record is empty, you start again every time. Write one line after each touch, so the next call starts from there.
Reading only the last email
A colleague may have written before. The email history shows every message that went to the company.
No answer to "where did you get my details?"
The source and date on the record give you an honest answer in one sentence.
Not writing the outcome down
Update the status and add a note straight after the call, while you still remember the details.
The two-minute checklist
- Open the company record, not your inbox.
- Read the reply and the last email sent.
- Check the source and date of the record.
- Read your notes and tags.
- Write down one question you want answered on the call.
Frequently asked questions
How long should sales call preparation take?
For a first call with a small business, a few minutes is usually enough if the record is in order. Spend longer only on large accounts or a second meeting.
What should I know before a sales call?
Who the company is, how you got their details, what you already sent, what they replied and what you noted. With that you can open with their situation instead of a pitch.
Does Riftjaw make or record calls?
No. Riftjaw is email only, on purpose. You make the call yourself; afterwards you update the status and add a note on the record.
Where do I note the outcome of a call?
On the company record: a note with what was said, a tag or custom field for the next step, and the status, so the whole team sees it.
Do I need credits?
No. There are no credits and no cost per record: a flat price per plan, and the size of your list does not change the price.
What is Riftjaw?
Riftjaw is a B2B lead database you own: import the companies you collect, keep every record with its source, sort them into segments and reach them by email in small batches. Each account runs on its own private server with its own database.
Keep every lead ready for the next call
Keep the source, the emails and your notes on one record per company. See lead records or start free.
Start free