Free Digital Sales Checklist Template
Digital Sales Checklist
Lead Generation & Prospecting
Task |
Completed (✓) |
---|---|
Define target audience and personas. |
|
Research and gather potential leads. |
|
Segment leads by key factors (industry, size, etc.). |
|
Create a personalized outreach strategy. |
|
Initiate contact via email, social media, or phone. |
|
Engagement & Nurturing
Task |
Completed (✓) |
---|---|
Follow up with leads and schedule communications. |
|
Share relevant content to engage leads. |
|
Keep lead data updated in CRM. |
|
Schedule demos or consultations. |
|
Personalize communication based on lead needs. |
|
Sales Presentation
Task |
Completed (✓) |
---|---|
Tailor sales pitch to lead’s needs. |
|
Highlight key product features and benefits. |
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Address questions and concerns. |
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Present demos or digital tools. |
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Share testimonials or case studies. |
|
Proposal & Closing
Task |
Completed (✓) |
---|---|
Create and send a customized proposal. |
|
Negotiate pricing and terms. |
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Send contract for digital signing. |
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Address objections and close the deal. |
|
Post-Sale Follow-Up
Task |
Completed (✓) |
---|---|
Send thank you communication. |
|
Provide onboarding resources. |
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Request feedback from the client. |
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Keep in touch with updates and check-ins. |
|
Metrics & Tracking
Task |
Completed (✓) |
---|---|
Measure lead conversion rates. |
|
Track sales cycle time. |
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Evaluate lead engagement. |
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Assess sales performance. |
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Update CRM with relevant data. |
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Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]