Sales Checklist
This checklist, crafted by Pioneer Pathways LLC, aims to provide a systematic sales qualification method to ensure that potential leads meet the required criteria for successful sales engagement. The primary objectives of this checklist are;
Identify appropriate and relevant Target Market.
Proper and efficient qualification of potential leads.
Ensure successful and fruitful sales engagement.
Market & Lead Identification
Identify Target Market.
Comprehend customer demographics and interests.
Analyse market trends and competitive landscape.
Source potential leads from the target market.
Track and document lead source for future reference.
Lead Qualification
Perform first contact with lead.
Understand lead's needs, interest, and potential pain points.
Assess lead's purchasing capacity and timeline.
Evaluate compatibility of our product/service with the lead's requirements.
Identify decision-makers within the lead's organization.
Sales Engagement
Construct a personalized proposal for the lead.
Plan and execute sales pitch meeting (Virtual/Physical).
Negotiate terms and conditions with the decision-maker.
Close the deal or schedule follow-up.
Gather feedback and learnings from the sales engagement.
Post Sales Activity
Ensure smooth transition from sales to support team.
Keep track of customer satisfaction.
Identify potential upselling or cross-selling opportunities.
Create a case study if the project/sale was significant.
Ask for referrals, if appropriate
Templates
Checklist
Templates
