Free Sales Qualification Checklist

This checklist, crafted by Pioneer Pathways LLC, aims to provide a systematic sales qualification method to ensure that potential leads meet the required criteria for successful sales engagement. The primary objectives of this checklist are;

1. Identify appropriate and relevant Target Market.

2. Proper and efficient qualification of potential leads.

3. Ensure successful and fruitful sales engagement.

Market & Lead Identification

• Identify Target Market.

• Comprehend customer demographics and interests.

• Analyse market trends and competitive landscape.

• Source potential leads from the target market.

• Track and document lead source for future reference.

Lead Qualification

• Perform first contact with lead.

• Understand lead's needs, interest, and potential pain points.

• Assess lead's purchasing capacity and timeline.

• Evaluate compatibility of our product/service with the lead's requirements.

• Identify decision-makers within the lead's organization.

Sales Engagement

• Construct a personalized proposal for the lead.

• Plan and execute sales pitch meeting (Virtual/Physical).

• Negotiate terms and conditions with the decision-maker.

• Close the deal or schedule follow-up.

• Gather feedback and learnings from the sales engagement.

Post Sales Activity

• Ensure smooth transition from sales to support team.

• Keep track of customer satisfaction.

• Identify potential upselling or cross-selling opportunities.

• Create a case study if the project/sale was significant.

• Ask for referrals, if appropriate

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