Sales Call/Visit Checklist
Table of Contents
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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Presented by:
Campbell Rodriguez
Stats
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Views: 29
Uses
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Uses: 6
Tasks
28
Tasks: 28
Details
Tips
- Pause for three seconds before responding.
- Remain calm.
Who it's for
This Sales Call/Visit Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Sales Call/Visit steps every time, regardless of who executes
- Save time - reuse a proven Sales Call/Visit workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Sales Call/Visit checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Sales Call/Visit Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Sales Call/Visit comes up again, start from your saved version and run it with clear ownership.