How it works
- 01
Set the business context
They ask about an area and rent. The team's needs and move-in date remain unclear.
- 02
Set a goal
Qualify space needs and timing before proposing a tour.
- 03
Review your wording
Does the call report include usage criteria and a timeline to confirm? Do not assume a property is available.
What does a call in this industry look like?
They ask about an area and rent. The team's needs and move-in date remain unclear.
The customer says, “We mainly need a larger space.” Here’s one possible response.
“What activities are difficult in your current space, and when do you need to leave?”
What situations should reps practice?
Three scenarios to adapt to your offering and the people you speak with.
- A company asks about an area and rent without clarifying how its team works. The goal is to understand how the space will be used.
- A decision-maker postpones a tour because the project depends on a lease renewal. What is the actual timeline?
- Two business partners have different priorities. The sales rep needs to draw out their criteria and decision-making process.

What questions should you ask?
A question calls for listening, then restating what you heard. Choose one that responds to what the other person just said.
- “What activities will need to be possible in your future space?”
- “What timeline will affect your decision?”
- “Who will join the tour to check these criteria?”
How do you prepare reliable scenarios?
The areas, availability, expenses, and legal terms in the scenario must be fictional or drawn from approved documents. Do not present a return on investment or financing as guaranteed.
Guided setup uses your profile and documents to suggest simulated customers. Review the facts, the other person's role, and the scorecard before activating.
How do you debrief?
First, consider whether your question surfaced useful information. A cautious answer that calls for verification is better than a confident but incorrect claim.
The call report is a learning aid based on the transcript. It does not replace your team's expertise or guarantee any results. See the call report.

