Digital Sales Checklist
Lead Generation & Prospecting
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. | |
Engagement & Nurturing
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. | |
Sales Presentation
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. | |
Proposal & Closing
Task | Completed (✓) |
|---|
Create and send a customized proposal. | |
Negotiate pricing and terms. | |
Send contract for digital signing. | |
Address objections and close the deal. | |
Post-Sale Follow-Up
Task | Completed (✓) |
|---|
Send thank you communication. | |
Provide onboarding resources. | |
Request feedback from the client. | |
Keep in touch with updates and check-ins. | |
Metrics & Tracking
Task | Completed (✓) |
|---|
Measure lead conversion rates. | |
Track sales cycle time. | |
Evaluate lead engagement. | |
Assess sales performance. | |
Update CRM with relevant data. | |
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
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