Free Blockchain Sales Outline Checklist Template
Blockchain Sales Outline Checklist
1. Initial Research and Preparation
Task |
Status |
---|---|
Understand the Blockchain Product/Service |
|
Define the Unique Selling Proposition (USP) |
|
Identify Target Market/Industry |
|
Research Potential Clients |
|
Create Buyer Personas |
|
Assess Market Trends and Competitors |
|
2. Client Outreach and Engagement
Task |
Status |
---|---|
Develop Outreach Strategy (Email, Social Media, Networking, etc.) |
|
Prepare Sales Pitch/Introduction |
|
Initiate Contact with Prospects |
|
Schedule Discovery Calls/Demos |
|
Follow Up on Initial Contact |
|
3. Discovery Phase
Task |
Status |
---|---|
Understand Client Needs and Pain Points |
|
Explain Blockchain Technology and Benefits |
|
Assess the Client’s Blockchain Knowledge Level |
|
Identify How Blockchain Solves Client's Problem |
|
Provide Case Studies/Success Stories |
|
Define the Client’s Objectives and Goals |
|
4. Solution Presentation
Task |
Status |
---|---|
Tailor Solution to Client's Needs |
|
Demonstrate Product/Service Capabilities |
|
Explain Technical Aspects (if required) |
|
Highlight Key Blockchain Features (Security, Transparency, etc.) |
|
Discuss ROI and Cost Efficiency |
|
Offer Product Customization Options |
|
5. Addressing Objections
Task |
Status |
---|---|
Prepare Responses to Common Objections |
|
Clarify Misconceptions About Blockchain |
|
Provide Additional Information or Resources |
|
Offer Testimonials and Social Proof |
|
Reinforce the Benefits of Blockchain Solutions |
|
6. Negotiation and Closing
Task |
Status |
---|---|
Present Pricing and Payment Terms |
|
Offer Discounts/Promotions (if applicable) |
|
Confirm the Client's Commitment |
|
Review Contract and Terms of Service |
|
Obtain Final Client Approval and Signature |
|
7. Post-Sale Activities
Task |
Status |
---|---|
Provide Client Onboarding and Support |
|
Offer Additional Training if Necessary |
|
Monitor Client Satisfaction and Feedback |
|
Maintain Ongoing Communication |
|
Encourage Referrals or Testimonials |
|
8. Sales Process Review and Improvement
Task |
Status |
---|---|
Evaluate Sales Outcomes and Effectiveness |
|
Identify Areas for Improvement in the Sales Approach |
|
Gather Insights for Future Sales Strategy |
|
Update Sales Materials and Presentations |
|
Conduct Team Debriefs and Knowledge Sharing |
|
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]