Sales Checklist

Prepared by:

[Your Name]

Company Name:

[Your Company Name]

Identify prospective customers.

Compile a lead list.

Research the lead’s background and interest.

Create personalized messages for lead outreach.

Conduct outreach across multiple platforms: LinkedIn, Email, and Calls.

Use a CRM for managing and tracking sales.

Implement sales automation tools to streamline processes.

Optimize time and priority management.

Schedule daily/weekly follow-ups with prospects and existing customers.

Analyze monthly sales data for continuous improvement.

Develop a customer-centric selling approach.

Provide regular product/service updates to customers.

Offer solutions to customer problems/questions.

Collect and review customer feedback.

Implement feedback for service optimization and improvement.