Sales checklist

Research the target market and identify potential customers

Analyze competitors to understand their offerings and market position

Define the sales goals and targets

Develop a sales strategy and determine the key selling points

Prepare sales materials and presentations

Set up a CRM system to track leads and customer interactions

Identify potential leads through various sources (online platforms, referrals, etc.)

Qualify leads based on predetermined criteria

Gather contact information and create a lead database

Initiate contact with leads through phone calls, emails, or social media outreach

Conduct initial discussions or meetings with leads to understand their needs and requirements

Assess the leads' budget and decision-making authority

Determine if the leads are a good fit for the company's products or services

Document the lead qualification process and update the CRM system accordingly

Schedule meetings or product demonstrations with qualified leads

Prepare a customized sales presentation highlighting the benefits and value proposition

Address any concerns or objections raised by the leads

Provide relevant case studies or testimonials to support the sales pitch

Understand the leads' budget constraints and negotiate pricing or payment terms

Address any remaining objections or concerns

Draft and finalize the sales contract or agreement

Obtain necessary approvals or signatures to close the deal

Update the CRM system with the closed opportunity and relevant details

Send a thank-you note or email to customers after closing the deal

Ensure smooth handover to the customer support or implementation team

Provide necessary training or onboarding to the customer

Follow up with customers regularly to address any issues or concerns

Upsell or cross-sell additional products or services to existing customers

Track and analyze sales metrics such as conversion rates, revenue generated, and sales cycle length

Review individual sales performance and provide feedback or coaching

Identify areas for improvement and implement corrective actions

Conduct regular sales meetings or team huddles to discuss progress and challenges

Adjust the sales strategy or tactics based on the analysis results