Free Aesthetic Daily Sales Checklist Template
Aesthetic Daily Sales Checklist
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Date |
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Prepared By |
[Your Name] |
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Team/Department |
1. Morning Preparation
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Review Sales Goals – Check the daily sales targets and personal objectives.
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Review Sales Pitch – Refine and tailor your approach based on current leads.
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Organize Leads – Sort leads by priority, potential, and stage in the sales cycle.
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Check Calendar – Confirm meetings, calls, and follow-ups scheduled for today.
2. Sales Activities
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Prospecting – Reach out to new potential clients or leads.
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Follow-ups – Check in on pending opportunities or outstanding proposals.
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Product Demonstrations – Present products or services to qualified prospects.
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Emails – Send personalized follow-up or sales emails to leads.
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Social Media – Engage with potential clients or share updates.
3. Meetings & Calls
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Client Meeting – Attend scheduled meetings with prospects or clients.
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Sales Call – Call prospects or leads to discuss solutions or close deals.
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Team Meeting – Join daily or weekly sales team meetings for updates and insights.
4. Post-Sales Actions
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Update CRM – Add new information and update opportunity status.
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Document Notes – Record important insights or action items from meetings or calls.
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Follow-Up Emails – Send post-meeting or call follow-ups to reinforce next steps.
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Review Progress – Reflect on the day’s outcomes and prepare for tomorrow.
5. End-of-Day Review
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Evaluate Progress – Review if daily sales targets or key actions were met.
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Plan Tomorrow – Outline key tasks and goals for the following day.
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Self-Reflection – Reflect on what went well and identify areas for improvement.
