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SALESMAN CHECKLIST

Research the company and product/service

Set clear sales goals and targets

Review previous sales data and performance

Prepare sales materials and presentations

Update CRM system with relevant customer information

Identify potential leads and target customers

Use various methods to reach out to prospects (phone calls, emails, social media, etc.)

Qualify leads based on their needs and budget

Schedule appointments or meetings with qualified prospects

Introduce yourself and establish rapport with the customer

Ask open-ended questions to understand their needs and pain points

Present the product/service features and benefits

Address any objections or concerns raised by the customer

Demonstrate how the product/service meets their requirements

Discuss pricing, payment terms, and any discounts or incentives

Gain commitment from the customer to move forward

Summarize the key points discussed during the meeting

Reiterate the value proposition and benefits of the product/service

Clearly explain the next steps and what the customer can expect

Handle any final objections or hesitations

Ask for the sale and negotiate final terms if necessary

Complete all necessary paperwork or documentation

Send a thank-you note or email to the customer

Schedule any necessary follow-up actions, such as demos or additional meetings

Update CRM system with the outcome of the sales meeting

Set reminders for future follow-ups or check-ins

Provide ongoing support and assistance to the customer as needed

Ensure timely delivery or implementation of the product/service

Confirm customer satisfaction and address any concerns or issues

Obtain feedback or testimonials from satisfied customers

Update CRM system with post-sale information

Maintain regular communication with the customer to build long-term relationships

Remember, this checklist can be customized based on specific industry or company requirements.

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