Free Online Sales Checklist

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

1. Lead Generation

• Identify target audience based on demographics, behavior, and preferences.

• Use digital marketing campaigns (social media, email, search ads) to attract leads.

• Implement lead capture forms on landing pages or websites.

• Integrate lead capture tools with CRM for easy tracking.

• Verify lead quality before contacting (e.g., through lead scoring).

2. Customer Outreach

• Send personalized emails or messages to prospects.

• Make follow-up calls or messages for unresponsive leads.

• Offer valuable content to build trust (e.g., blog posts, eBooks, webinars).

• Provide answers to common queries with pre-written FAQs or chatbot interactions.

• Ensure timely responses (within 24 hours of lead contact).

3. Product Presentation

• Understand the customer's needs and match them with the appropriate product.

• Highlight key product features and benefits based on the customer’s pain points.

• Provide relevant product demos, samples, or trials.

• Offer personalized recommendations based on browsing or purchase history.

• Ensure product information is accurate, up-to-date, and easy to find online.

4. Order Processing

• Confirm the customer's order details (products, quantities, shipping preferences).

• Provide a clear, secure checkout process.

• Offer multiple payment options (credit card, PayPal, etc.).

• Ensure all discounts, coupons, and promotions are applied correctly.

• Verify shipping address and delivery times.

5. Payment Confirmation

• Ensure payment is processed successfully (check for errors or declined payments).

• Send a confirmation email with an order summary and receipt.

• Confirm payment method and process for invoicing if applicable.

• Provide customers with tracking details for shipment once payment is confirmed.

6. Post-Sale Follow-Up

• Send a thank-you email and offer additional related products.

• Ask for customer feedback or a review.

• Provide after-sales support (e.g., troubleshooting, returns, or exchanges).

• Keep customers informed of future promotions or product launches.

• Maintain ongoing communication with the customer for future sales opportunities.

7. Sales Performance Review

• Analyze sales data to identify effective tactics and improvement areas.

• Monitor conversion rates and pinpoint drop-off points in the sales funnel.

• Track customer satisfaction through surveys and feedback.

• Regularly assess and optimize lead generation and conversion processes.

• Share performance results with the team for continuous improvement.

Checklist Templates @ Template.net