Collect basic contact info (name, company, role, email, phone number)

Record where and how contact was made

Confirm permission to contact

Document the prospect's preferred communication method

Schedule follow-up communication

Identify the prospect's top business priorities

Understand their pain points and obstacles

Explore their budget considerations

Assess their decision-making process

Find out their ideal timeline for solutions

Align your product/service with the prospect's key business needs

Assess how your solution impacts their budget

Be transparent about implementation timelines

Showcase the unique value your solution provides

Offer a product demo or trial if applicable

Review the discussion and confirm understanding

Deliver any requested information timely

Acknowledge their concerns and provide solutions

Reemphasize product benefits pertinent to their needs

Arrange the next steps of the sales process

Confirm the prospect's willingness to purchase

Establish final pricing and payment terms

Finalize and sign the agreement

Plan and schedule product/service implementation

Thank them and initiate post-sale follow-up