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Whether you’re creating a strategic business partnership with a prospect or managing an existing client, use this template to ensure you get all the information you need for the call to be a success.
With this template, you can gather important details from a call and determine how best to follow up and go forward. The optimal time to debrief is right after the call while the conversation is fresh in your mind. As you complete the template, make sure you are very clear on next steps and who will be responsible for their completion.
Created by Sandler 07/21/2018
