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To run an effective forecast call, preparation is crucial. Many sales leaders struggle because they set up calls ineffectively. The key to success lies in clearly communicating expectations to attendees, particularly account reps or executives, before the call begins. Often, participants come unprepared and unsure of potential questions, as sales leadership may not provide prior guidance, thinking they are assessing genuine understanding. This practice can lead to confusion and hinder effective communication. Setting clear expectations in advance can significantly improve the quality and outcomes of forecast calls.