Free AI-Powered Sales Checklist

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

1. Preparation and Setup

• Ensure CRM and AI tools are configured and up to date.

• Import and organize customer and prospect data into the system.

• Identify target audience segments using AI analytics.

• Set clear sales goals and KPIs for the team.

2. Lead Management

• Use AI tools to prioritize leads based on the likelihood of conversation.

• Assign leads to team members automatically using AI-powered routing.

• Personalize outreach using AI-generated insights about customer behavior.

• Track interactions and update lead statuses in the CRM.

3. Customer Engagement

• Automate follow-up emails and messages using AI templates.

• Schedule meetings or calls with AI-suggested timing for optimal engagement.

• Offer AI-recommended solutions or products based on customer needs.

• Use AI chatbots to handle initial inquiries or FAQs.

4. Sales Pipeline Management

• Regularly review pipeline stages using AI dashboards.

• Identify bottlenecks or delays in the pipeline using predictive analysis.

• Monitor deal progress and adjust strategies based on AI insights.

• Automatically trigger tasks for the next steps in the sales cycle.

5. Closing the Sale

• Use AI tools to prepare personalized proposals or quotes.

• Negotiate terms with AI-recommended strategies for pricing or offers.

• Confirm agreements with digital contracts or e-signature tools.

• Collect customer feedback post-closure for insights.

6. Post-Sale Follow-Up

• Ensure onboarding processes are supported by AI-guided tutorials.

• Automate customer success check-ins for satisfaction and upselling opportunities.

• Track product or service usage trends with AI-driven metrics.

• Encourage reviews or referrals through automated requests.

7. Reporting and Optimization

• Generate real-time sales reports using AI analytics.

• Review team performance and adjust KPIs as needed.

• Identify emerging trends or patterns in customer behavior.

• Implement recommendations for continuous improvement provided by AI tools.

Checklist Templates @ Template.net