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Sales Representative Activity Checklist

1. Pre-Call Preparation

Research the prospect’s organization and industry

Review previous interactions and notes

Prepare a list of key questions to ask

Familiarize yourself with the product/service features and benefits

Set clear objectives for the call or meeting

2. Initial Outreach

Choose the appropriate communication method (email, phone, etc.)

Craft a personalized message or script

Schedule the meeting at a convenient time for the prospect

Confirm the appointment and send reminders if necessary

3. Conducting the Call/Meeting

Start with a friendly introduction and rapport building

Clearly state the purpose of the call/meeting

Actively listen to the prospect’s needs and challenges

Present tailored solutions and highlight value propositions

Address any objections or concerns with empathy and solutions

4. Follow-Up Activities

Send a thank-you email summarizing key points discussed

Provide additional information or resources as promised

Set a timeline for the next steps or follow-up meetings

Update the CRM with notes and action items from the meeting

5. Post-Call Analysis

Reflect on what went well and what could be improved

Analyze the prospect's feedback and engagement level

Adjust your approach based on insights gained

Share learnings with the team for continuous improvement

6. Ongoing Relationship Management

Schedule regular check-ins with the prospect

Provide relevant updates about product/service enhancements

Share industry news or insights that may interest the prospect

Continue to build rapport and trust over time

7. Performance Review

Evaluate sales metrics and KPIs related to outreach activities

Assess the effectiveness of your communication strategies

Identify areas for personal development and training

Set new goals for future sales activities based on performance data

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