Free Virtual Sales Checklist

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

1. Preparation

• Set up a distraction-free workspace.

• Ensure a stable internet connection.

• Test all virtual tools (e.g., video conferencing software, CRM, email platform).

• Prepare the sales presentation deck or materials.

• Research the client or prospect thoroughly.

• Define clear objectives for the meeting or interaction.

2. Communication Tools

• Confirm the meeting schedule and share links with the client.

• Test audio, video, and screen-sharing features.

• Have backup tools or platforms ready in case of technical issues.

• Ensure professional virtual backgrounds (if applicable).

3. Client Engagement

• Greet the client warmly and confirm their availability.

• Begin with a concise introduction and outline the agenda.

• Use visual aids to make the presentation engaging.

• Actively listen to client needs and ask open-ended questions.

• Address objections or concerns professionally.

4. Product/Service Presentation

• Tailor the pitch to the client’s specific needs or pain points.

• Highlight key features and benefits.

• Use success stories or case studies for reinforcement.

• Provide live demonstrations if applicable.

5. Closing the Deal

• Summarize key points and confirm client understanding.

• Discuss pricing, terms, and next steps.

• Offer to answer any remaining questions.

• Secure verbal or written confirmation of interest.

6. Follow-Up

• Send a thank-you email within 24 hours.

• Attach any promised materials or resources.

• Record meeting notes in the CRM or designated system.

• Schedule a follow-up meeting or next steps.

7. Evaluation and Feedback

• Reflect on the meeting’s success and areas for improvement.

• Gather feedback from the client if possible.

• Share outcomes with the team or manager for insights.

Checklist Templates @ Template.net