Free Aesthetic Daily Sales Checklist

1. Morning Preparation

• Review Sales Goals – Check the daily sales targets and personal objectives.

• Review Sales Pitch – Refine and tailor your approach based on current leads.

• Organize Leads – Sort leads by priority, potential, and stage in the sales cycle.

• Check Calendar – Confirm meetings, calls, and follow-ups scheduled for today.

2. Sales Activities

• Prospecting – Reach out to new potential clients or leads.

• Follow-ups – Check in on pending opportunities or outstanding proposals.

• Product Demonstrations – Present products or services to qualified prospects.

• Emails – Send personalized follow-up or sales emails to leads.

• Social Media – Engage with potential clients or share updates.

3. Meetings & Calls

• Client Meeting – Attend scheduled meetings with prospects or clients.

• Sales Call – Call prospects or leads to discuss solutions or close deals.

• Team Meeting – Join daily or weekly sales team meetings for updates and insights.

4. Post-Sales Actions

• Update CRM – Add new information and update opportunity status.

• Document Notes – Record important insights or action items from meetings or calls.

• Follow-Up Emails – Send post-meeting or call follow-ups to reinforce next steps.

• Review Progress – Reflect on the day’s outcomes and prepare for tomorrow.

5. End-of-Day Review

• Evaluate Progress – Review if daily sales targets or key actions were met.

• Plan Tomorrow – Outline key tasks and goals for the following day.

• Self-Reflection – Reflect on what went well and identify areas for improvement.

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