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Sales Call/Visit Checklist
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Scores 4.76 with 135 votes
Business
28 tasks
By
Campbell Rodriguez
Table of Contents
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Preparation
Research your Account/Client prior to the call/visit
Learn something about the Account/Client and their business.
Have three value-added points prepared.
Thing to ask for MASTV DATABASE
NAME of Business
Name of Owner(s)
Visit
Called
Date/Time:
How long was call or visit
What part of Austin
Introduction -
Find out the names of contacts in their business.
Find out who are the decision-makers are.
Sales Question and Strategies
Ask about the business goals.
Ask what challenges the company is facing in Marketing
Ask if they ever have done any Marketing, and with who? And are they still doing business with them
Talk about benefits
Give a general overview of the product and services that are offered
Stay focused on the customer's needs; When going over our product and services
Summarize the prospect's needs and how our product or service meets those needs.
Spend 80 percent of your time listening and only 20 percent talking.
Closing
Get the customer to identify all possible problems that might be solved by the product or service.
Get the customer to identify the value of solving the identified problems.
Ask for the order.
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Useless
Poor
Ok
Good
Excellent
Excellent.
Scores 4.76 with 135 votes
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