Free AI-Powered Sales Checklist Template
AI-Powered Sales Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
1. Preparation and Setup
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Ensure CRM and AI tools are configured and up to date.
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Import and organize customer and prospect data into the system.
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Identify target audience segments using AI analytics.
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Set clear sales goals and KPIs for the team.
2. Lead Management
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Use AI tools to prioritize leads based on the likelihood of conversation.
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Assign leads to team members automatically using AI-powered routing.
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Personalize outreach using AI-generated insights about customer behavior.
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Track interactions and update lead statuses in the CRM.
3. Customer Engagement
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Automate follow-up emails and messages using AI templates.
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Schedule meetings or calls with AI-suggested timing for optimal engagement.
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Offer AI-recommended solutions or products based on customer needs.
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Use AI chatbots to handle initial inquiries or FAQs.
4. Sales Pipeline Management
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Regularly review pipeline stages using AI dashboards.
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Identify bottlenecks or delays in the pipeline using predictive analysis.
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Monitor deal progress and adjust strategies based on AI insights.
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Automatically trigger tasks for the next steps in the sales cycle.
5. Closing the Sale
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Use AI tools to prepare personalized proposals or quotes.
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Negotiate terms with AI-recommended strategies for pricing or offers.
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Confirm agreements with digital contracts or e-signature tools.
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Collect customer feedback post-closure for insights.
6. Post-Sale Follow-Up
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Ensure onboarding processes are supported by AI-guided tutorials.
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Automate customer success check-ins for satisfaction and upselling opportunities.
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Track product or service usage trends with AI-driven metrics.
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Encourage reviews or referrals through automated requests.
7. Reporting and Optimization
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Generate real-time sales reports using AI analytics.
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Review team performance and adjust KPIs as needed.
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Identify emerging trends or patterns in customer behavior.
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Implement recommendations for continuous improvement provided by AI tools.
