Free Customer Sales Checklist Template

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Free Customer Sales Checklist Template

Sales Checklist

Created by Emily Davis from Stellar Tech Solutions, this sales checklist aims to enhance your customer sales experience by providing a systematic approach to customer interactions, personalized service deliveries and satisfaction rating improvements, all intent on fostering sustainable business growth.

The main objectives of this exhaustive checklist are:

  1. Improved and consistent sales experiences

  2. Personalized customer services

  3. Sustainable business growth

Categories

Checklist

Pre-sale

  • Identify target market

  • Qualify leads

  • Product knowledge mastery

  • Prepare sales pitches

  • Set up appointments/meetings

Sale Process

  • Engage with customers

  • Present product/services

  • Handle any objections

  • Close deal

  • Follow up/closure survey

Post Sale

  • Delivery/Implementation of Product/Service

  • Provide customer support

  • Engage in up-selling or cross-selling

  • Gather customer feedback

  • Maintain good relationship with customers

Checklist Templates @ Template.Net