Free Sales Process Checklist Template

Sales Checklist

This sales checklist is designed by Catalyst Core Creatives for Catalyst Core Creations. Our aim with this list is to refine the sales process for maximum efficiency and effectiveness. The goals of this checklist are:

  1. To streamline the sales procedure for improved productivity.

  2. To identify and target the right market effectively.

  3. To create compelling advertising strategies that enhance the brand identity.

Sales Preparation

  • Define the target market

  • Analyse the competition within the market

  • Establish sales objectives and KPIs

  • Create appealing sales pitches

  • Identify potential constraints and challenges

Advertising and Promotion Strategies

  • Develop creative advertising concepts

  • Design engaging promotional materials

  • Plan effective advertising campaigns

  • Measure the success of advertising campaigns

  • Refine and improve advertising strategies as needed

Sales Execution

  • Execute created salest pitches

  • Communicate the unique selling proposition to prospective customers

  • Engage effectively with customers

  • Overcome any objections that arise

  • Close the sale successfully

Post-Sales Activities

  • Send thank-you notes or emails

  • Ask for referrals

  • Provide necessary after-sales support

  • Get feedback from customers

  • Use customer feedback to enhance the product/service

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