Blockchain Sales Outline Checklist
1. Initial Research and Preparation
Task | Status |
---|
Understand the Blockchain Product/Service | |
Define the Unique Selling Proposition (USP) | |
Identify Target Market/Industry | |
Research Potential Clients | |
Create Buyer Personas | |
Assess Market Trends and Competitors | |
2. Client Outreach and Engagement
Task | Status |
---|
Develop Outreach Strategy (Email, Social Media, Networking, etc.) | |
Prepare Sales Pitch/Introduction | |
Initiate Contact with Prospects | |
Schedule Discovery Calls/Demos | |
Follow Up on Initial Contact | |
3. Discovery Phase
Task | Status |
---|
Understand Client Needs and Pain Points | |
Explain Blockchain Technology and Benefits | |
Assess the Client’s Blockchain Knowledge Level | |
Identify How Blockchain Solves Client's Problem | |
Provide Case Studies/Success Stories | |
Define the Client’s Objectives and Goals | |
4. Solution Presentation
Task | Status |
---|
Tailor Solution to Client's Needs | |
Demonstrate Product/Service Capabilities | |
Explain Technical Aspects (if required) | |
Highlight Key Blockchain Features (Security, Transparency, etc.) | |
Discuss ROI and Cost Efficiency | |
Offer Product Customization Options | |
5. Addressing Objections
Task | Status |
---|
Prepare Responses to Common Objections | |
Clarify Misconceptions About Blockchain | |
Provide Additional Information or Resources | |
Offer Testimonials and Social Proof | |
Reinforce the Benefits of Blockchain Solutions | |
6. Negotiation and Closing
Task | Status |
---|
Present Pricing and Payment Terms | |
Offer Discounts/Promotions (if applicable) | |
Confirm the Client's Commitment | |
Review Contract and Terms of Service | |
Obtain Final Client Approval and Signature | |
7. Post-Sale Activities
Task | Status |
---|
Provide Client Onboarding and Support | |
Offer Additional Training if Necessary | |
Monitor Client Satisfaction and Feedback | |
Maintain Ongoing Communication | |
Encourage Referrals or Testimonials | |
8. Sales Process Review and Improvement
Task | Status |
---|
Evaluate Sales Outcomes and Effectiveness | |
Identify Areas for Improvement in the Sales Approach | |
Gather Insights for Future Sales Strategy | |
Update Sales Materials and Presentations | |
Conduct Team Debriefs and Knowledge Sharing | |
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
Checklist Templates @ Template.net