Free Sales Checklist Template
Sales Checklist
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Prepared by: |
[Your Name] |
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Company Name: |
[Your Company Name] |
1. Lead Generation
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Task |
Status |
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Identify prospective customers. |
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Compile a lead list. |
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Research the lead’s background and interest. |
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Create personalized messages for lead outreach. |
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Conduct outreach across multiple platforms: LinkedIn, Email, and Calls. |
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2. Sales Efficiency
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Task |
Status |
|---|---|
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Use a CRM for managing and tracking sales. |
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Implement sales automation tools to streamline processes. |
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Optimize time and priority management. |
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Schedule daily/weekly follow-ups with prospects and existing customers. |
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Analyze monthly sales data for continuous improvement. |
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3. Customer Engagement
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Task |
Status |
|---|---|
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Develop a customer-centric selling approach. |
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Provide regular product/service updates to customers. |
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Offer solutions to customer problems/questions. |
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Collect and review customer feedback. |
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Implement feedback for service optimization and improvement. |
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