Who is CallPlan for?
CallPlan is for anyone who runs important conversations – and knows that most of them don’t happen at a desk, but on the move.
Sales & Account Management
More calls between appointments. Every note automatically in your CRM.
→Executives & Managers
Never let an important relationship go cold again.
→Networkers
47 conference contacts. All followed up. None forgotten.
→Politics & Campaigns
Voters, donors, allies – called systematically.
→What they all have in common
Whether you’re a sales rep, CEO, networker or candidate – the problem is the same:
Too many people to call, too little system to do it. Good intentions, unexecuted calls.
CallPlan gives everyone who depends on people a simple system: Plan. Call. Note. Send. Drive on.
Practical conversation tips for every use case
For sales conversations
Strong opening: “Nice to speak with you, [Name]. How are things going for you currently?”
Conducting price negotiations:
- “What would be a fair price for you?”
- “At what discount would you sign immediately?”
- “Let’s find a solution together that works for both sides.”
Overcoming objections:
- “I completely understand. What’s your biggest concern exactly?”
- “Many of our customers initially had similar concerns…”
For executives
Maintaining relationships:
- “How have you been since our last conversation?”
- “What’s occupying you most right now?”
- “How can I support you in your current challenges?”
Addressing difficult topics:
- “I know this topic is sensitive. Let’s discuss it.”
- “How do you see the situation from your perspective?”
For networking
Follow-up after events:
- “It was nice meeting you at the conference. How have you been since?”
- “Do you still have questions about the topic we discussed?”
Creating value:
- “I found an interesting article about [topic] that might interest you.”
- “I’d like to introduce you to [person] – it could be valuable for both sides.”