Free Virtual Sales Checklist Template
Virtual Sales Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
1. Preparation
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Set up a distraction-free workspace.
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Ensure a stable internet connection.
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Test all virtual tools (e.g., video conferencing software, CRM, email platform).
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Prepare the sales presentation deck or materials.
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Research the client or prospect thoroughly.
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Define clear objectives for the meeting or interaction.
2. Communication Tools
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Confirm the meeting schedule and share links with the client.
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Test audio, video, and screen-sharing features.
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Have backup tools or platforms ready in case of technical issues.
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Ensure professional virtual backgrounds (if applicable).
3. Client Engagement
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Greet the client warmly and confirm their availability.
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Begin with a concise introduction and outline the agenda.
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Use visual aids to make the presentation engaging.
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Actively listen to client needs and ask open-ended questions.
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Address objections or concerns professionally.
4. Product/Service Presentation
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Tailor the pitch to the client’s specific needs or pain points.
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Highlight key features and benefits.
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Use success stories or case studies for reinforcement.
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Provide live demonstrations if applicable.
5. Closing the Deal
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Summarize key points and confirm client understanding.
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Discuss pricing, terms, and next steps.
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Offer to answer any remaining questions.
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Secure verbal or written confirmation of interest.
6. Follow-Up
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Send a thank-you email within 24 hours.
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Attach any promised materials or resources.
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Record meeting notes in the CRM or designated system.
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Schedule a follow-up meeting or next steps.
7. Evaluation and Feedback
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Reflect on the meeting’s success and areas for improvement.
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Gather feedback from the client if possible.
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Share outcomes with the team or manager for insights.
