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