SalesWorksheet10 min read
Prospecting Call List Worksheet
Build a practical weekly call list around need dates, local signals and account fit.
PRIMARY ROLESales Coordinator
USE WHENProspecting
Operating standard
- 01
Prospecting Call List Worksheet: Confirm the scope, desired outcome and sales owner for this prospecting work.
- 02
Verify the current facts with the appropriate hotel systems, logs, guest records or physical inspection.
- 03
Complete the actions within Sales Coordinator authority and escalate any safety, guest, revenue or policy exception promptly.
- 04
Coordinate required handoffs with the affected department so the action is visible beyond one shift.
- 05
Save the completed record in the hotel’s approved location and share it with the next owner.