Free Automated Sales Checklist Layout Template
Automated Sales Checklist Layout
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
1. Lead Generation
Task Description
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Define target audience
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Set up automated lead capture forms
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Integrate lead generation tools (e.g., landing pages, social media)
Tools Needed:
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CRM system (e.g., HubSpot, Salesforce)
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Email marketing software (e.g., Mailchimp)
2. Lead Nurturing
Task Description
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Design automated email workflows for lead engagement
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Set triggers for follow-ups based on lead activity
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Segment leads by behavior or interest for personalized outreach
Tools Needed:
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Marketing automation platform (e.g., ActiveCampaign, Marketo)
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Email templates for engagement sequences
3. Sales Outreach
Task Description
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Set up automated outreach campaigns for cold leads
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Use AI-driven chatbots for initial contact and qualification
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Track email open and click rates for optimization
Tools Needed:
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Outreach automation tool (e.g., Outreach.io, Salesloft)
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AI chatbot for live interaction (e.g., Drift)
4. Sales Process Automation
Task Description
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Automate meeting scheduling using integrated calendar tools
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Set up automated proposals and contract templates
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Automate CRM updates based on interactions
Tools Needed:
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Scheduling software (e.g., Calendly, Acuity)
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Document generation tool (e.g., PandaDoc, DocuSign)
5. Lead Qualification
Task Description
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Automate scoring and qualification of leads based on predefined criteria
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Set up alerts for high-priority leads
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Implement sales funnel stages for easy tracking
Tools Needed:
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CRM system with lead scoring (e.g., Pipedrive, Zoho CRM)
6. Follow-Up and Conversion
Task Description
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Automate reminders for follow-ups after calls or emails
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Set up retargeting campaigns for warm leads
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Automate discounts or special offers for conversion
Tools Needed:
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Retargeting ad platforms (e.g., Facebook Ads, Google Ads)
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Sales pipeline management tool
