If you are prospecting into enterprise-level organizations, there is a need to perform some planning ahead of time and to also take and organize good notes along the way regarding all of the details and contacts at the account.

You can either do all of this in a physical notebook or in a blank word document. But using some sort of template that can guide you to collecting and documenting the key information you need can help you to make sure you don’t miss anything and also help you to stay organized.

To help you with this, here is a free account-based selling worksheet provided by our friends at Hubspot.

Also, Read Examples of Qualifying Questions for Sales