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> Sales team check list
Sales team check list
Pre-Sales Checklist
Research potential leads and gather contact information
Develop a compelling sales pitch and value proposition
Customize sales materials for each prospect
Sales Call Checklist
Confirm appointment time and agenda with prospect
Prepare questions to uncover prospect's needs and pain points
Practice active listening and take notes during the call
Post-Sales Checklist
Follow up with prospect to address any outstanding questions or concerns
Send a personalized thank you note or email to the prospect
Update CRM system with all relevant information from the sales call
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