Free Digital Sales Checklist Template

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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.

Address questions and concerns.

Present demos or digital tools.

Share testimonials or case studies.


Proposal & Closing

Task

Completed (✓)

Create and send a customized proposal.

Negotiate pricing and terms.

Send contract for digital signing.

Address objections and close the deal.


Post-Sale Follow-Up

Task

Completed (✓)

Send thank you communication.

Provide onboarding resources.

Request feedback from the client.

Keep in touch with updates and check-ins.


Metrics & Tracking

Task

Completed (✓)

Measure lead conversion rates.

Track sales cycle time.

Evaluate lead engagement.

Assess sales performance.

Update CRM with relevant data.

Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]

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