AI Checklist Generator

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Home > New sales territory, call companies, learn company policies and guidelines, track dates

New sales territory, call companies, learn company policies and guidelines, track dates

Identify target companies in the new sales territory

Research contact information for key personnel in each company

Prepare a script or talking points for introductory calls

Make initial calls to introduce yourself and your company

Schedule follow-up calls or meetings with interested companies

Gather information about each company's policies and guidelines

Review any available documentation or resources provided by the company

Familiarize yourself with the company's product or service offerings

Learn about the company's customer service and support procedures

Set up a calendar or tracking system to manage important dates

Record dates for follow-up calls or meetings with companies

Track deadlines for submitting proposals or quotes to potential clients

Note any significant events or industry-related conferences in the territory

Maintain a log of interactions and outcomes for each company contacted

Note: These steps can be customized and expanded based on individual needs and objectives.

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