Sales Checklist

Created by Quantum Quest Consulting, this streamlined sales checklist is specifically designed to help your team become more efficient and effective when selling roofing services. We've put our years of expertise in the industry to work, crafting a comprehensive tool to ensure that every step of the sales process is executed for maximum customer satisfaction.

The objectives of this checklist are:

1. To clearly identify our target market.

2. To optimize our sales strategies and tactics.

3. To ensure a high level of customer satisfaction at all stages of the sales process.

4. To effectively utilize Advertising as a sales promotion tool.

Prospecting Tasks

• Identify potential customer base within our target market.

• Research potential clients to understand their needs.

• Set up initial contact with potential client.

• Schedule a meeting with the potential client.

• Prepare for the initial meeting with the prospect.

Planning Tasks

• Create a customized sales pitch based on the client's needs.

• Design a follow-up strategy.

• Develop a quote or proposal based on client's needs.

• Prepare a timeline for deliverables.

• Implement the sales strategy.

• Consultation Tasks

• Present the proposal to the client.

• Explain the benefits and features of our roofing services.

• Adapt the sales pitch to address any client questions or objections.

• Close the sale and set a project timeline.

• Ensure client satisfaction post-sales.

Advertising Tasks

• Create a compelling advertising campaign for the target market.

• Use client testimonials in advertising.

• Monitor & track the impact of advertising.

• Regularly revise advertisement strategies based on customer feedback and sales results.

• Integrate positive reviews in advertising strategies.

Checklist Templates @ Template.Net