Free Digital Sales Checklist

The Digital Sales Checklist Template from Template.net is a fully editable and customizable tool designed to optimize your sales process. Easily adjust the checklist to meet your specific needs. Editable in our AI Editor Tool, this template ensures seamless task tracking, helping you stay organized and efficient in managing your digital sales efforts.

Task	Completed (✓)
Define target audience and personas.
Research and gather potential leads.
Segment leads by key factors (industry, size, etc.).
Create a personalized outreach strategy.
Initiate contact via email, social media, or phone.

Task	Completed (✓)
Follow up with leads and schedule communications.
Share relevant content to engage leads.
Keep lead data updated in CRM.
Schedule demos or consultations.
Personalize communication based on lead needs.

Task	Completed (✓)
Tailor sales pitch to lead’s needs.
Highlight key product features and benefits.
Address questions and concerns.
Present demos or digital tools.
Share testimonials or case studies.

Task	Completed (✓)
Create and send a customized proposal.
Negotiate pricing and terms.
Send contract for digital signing.
Address objections and close the deal.

Task	Completed (✓)
Send thank you communication.
Provide onboarding resources.
Request feedback from the client.
Keep in touch with updates and check-ins.

Free Digital Sales Checklist

Lead Generation & Prospecting

Engagement & Nurturing

Sales Presentation

Proposal & Closing

Post-Sale Follow-Up

Metrics & Tracking

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Task	Completed (✓)
Measure lead conversion rates.
Track sales cycle time.
Evaluate lead engagement.
Assess sales performance.
Update CRM with relevant data.