AI Checklist Generator

Email address

Home > Sales process

Sales process

Identify target market and ideal customer profile

Prepare sales materials and collateral

Define sales goals and targets

Reach out to potential leads via phone, email, or social media

Qualify leads based on their interest and fit with the product/service

Schedule appointments or demos with qualified prospects

Track all prospect interactions in a CRM system

Engage in conversations to understand the prospect's specific requirements

Ask open-ended questions to uncover pain points and challenges

Evaluate how your product/service can address their needs

Determine the prospect's decision-making process and timeline

Customize your product presentation based on the prospect's needs

Highlight the features and benefits that align with their pain points

Address any objections or concerns the prospect may have

Provide relevant case studies or testimonials to build credibility

Prepare a tailored proposal based on the prospect's requirements

Clearly outline pricing, terms, and conditions

Be ready to negotiate and find mutually beneficial solutions

Address any objections or concerns raised during the negotiation process

Obtain verbal commitment from the prospect

Prepare necessary paperwork or contracts

Set expectations for implementation and onboarding

Arrange for payment and provide necessary instructions

Follow up with the customer to ensure satisfaction

Provide support during the implementation phase

Ask for referrals or testimonials from satisfied customers

Maintain ongoing communication to foster customer loyalty

Review sales results against set targets

Analyze conversion rates and identify areas for improvement

Seek feedback from customers and sales team members

Adjust sales strategies and processes accordingly

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark