Review Business Landscape: Understand the client’s industry, market trends, and competitors.

Identify Decision-Makers: Find out who in the organization has the authority to make purchasing decisions.

Plan Outreach Method: Decide whether an email, phone call, or social media outreach is the most effective.

Scripting: Prepare scripts or talking points for the initial communication.

Execute Outreach: Use the planned method (email, phone, social media) to make the first contact.

Log Interaction: Document the client’s initial reactions and any questions raised.

Select Date: Coordinate with the client to select a convenient meeting date.

Prepare Agenda: Prepare a detailed agenda for the meeting.

Ask Open-Ended Questions: Encourage the client to discuss their challenges and needs.

Document Findings: Note down what the client identifies as their most pressing issues.

Discuss Budget: Have a candid discussion about the client’s budget.

Determine Scope: Understand the scale at which the client needs the solution.

Schedule Demo: Set up a time for demonstrating the product.

Highlight Features: Make sure to showcase the features most relevant to the client's needs.

Brochures: Hand out product brochures or catalogs.

Price Table: Provide a comprehensive table detailing pricing options.

List Concerns: Make a note of all the concerns the client has.

Provide Solutions: Offer solutions to each concern listed.

Ask for Feedback: Ensure the client understands how your product addresses their concerns.

Contract: Review contract terms in detail.

Payment Plans: Discuss available payment plans.

Obtain Signature: Get contracts signed by both parties.

Document Closure: Record the deal as 'Closed-Won' in the CRM system.

Timeline: Create an implementation timeline with the client.

Roles & Responsibilities: Assign roles for both parties for a successful

Survey: Send out a post-implementation survey.