Free Automated Sales Checklist Layout

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

1. Lead Generation

Task Description

• Define target audience

• Set up automated lead capture forms

• Integrate lead generation tools (e.g., landing pages, social media)

Tools Needed:

• CRM system (e.g., HubSpot, Salesforce)

• Email marketing software (e.g., Mailchimp)

2. Lead Nurturing

Task Description

• Design automated email workflows for lead engagement

• Set triggers for follow-ups based on lead activity

• Segment leads by behavior or interest for personalized outreach

Tools Needed:

• Marketing automation platform (e.g., ActiveCampaign, Marketo)

• Email templates for engagement sequences

3. Sales Outreach

Task Description

• Set up automated outreach campaigns for cold leads

• Use AI-driven chatbots for initial contact and qualification

• Track email open and click rates for optimization

Tools Needed:

• Outreach automation tool (e.g., Outreach.io, Salesloft)

• AI chatbot for live interaction (e.g., Drift)

4. Sales Process Automation

Task Description

• Automate meeting scheduling using integrated calendar tools

• Set up automated proposals and contract templates

• Automate CRM updates based on interactions

Tools Needed:

• Scheduling software (e.g., Calendly, Acuity)

• Document generation tool (e.g., PandaDoc, DocuSign)

5. Lead Qualification

Task Description

• Automate scoring and qualification of leads based on predefined criteria

• Set up alerts for high-priority leads

• Implement sales funnel stages for easy tracking

Tools Needed:

• CRM system with lead scoring (e.g., Pipedrive, Zoho CRM)

6. Follow-Up and Conversion

Task Description

• Automate reminders for follow-ups after calls or emails

• Set up retargeting campaigns for warm leads

• Automate discounts or special offers for conversion

Tools Needed:

• Retargeting ad platforms (e.g., Facebook Ads, Google Ads)

• Sales pipeline management tool

Checklist Templates @ Template.net