← Sales playbook
Pitch Call — Cheat Sheet
Prospect Name
Company
Date
Attendees
Decision-maker confirmed on call
Problem Playback — What We Heard
Problem 1
Problem 2
Problem 3
Problem 4
Problem 5
Prospect confirmed "That's exactly right"
Impact & Cost of Inaction
Solution Mapping
Problem
Solution
Expected Outcome
Value Anchoring
Key value points to anchor before showing price
Act 1 — Package proposed (diagnostic pitch)
Act 2 — Follow-on (after concept only)
Investment (concept phase)
Cost of inaction (monthly)
Proof Points
Which case study or proof point to use?
Why it's relevant to this prospect
Decision Outcome
Yes
Not Yet
No
Decision notes
Next step agreed
Next step date
Pitch Self-Score
1. Problem playback landed ("That's exactly the issue")
1
2
3
4
5
2. Impact / cost of inaction was clear
1
2
3
4
5
3. Solution felt tailored (not generic)
1
2
3
4
5
4. Value was anchored before price
1
2
3
4
5
5. Proof was relevant to their specific problem
1
2
3
4
5
6. Decision conversation happened
1
2
3
4
5
7. Next step was booked live
1
2
3
4
5
Total: — / 35
Follow-Up Actions
Export to PDF
