Templates
Business Checklists
Event Checklist
Business Startup Checklist
Marketing Checklist
Sales Checklist
SEO Checklist
Project Management Checklist
Personal Checklists
Moving Checklist
Wedding Checklist
Baby Checklist
Groceries Checklist
Travel Checklist
Cleaning Checklist
Checklist Forms
Pricing
sign In
Sales Checklist
Useless
Poor
Ok
Good
Excellent
Excellent.
Scores 4.76 with 258 votes
Business
27 tasks
By
Campbell Rodriguez
on Jan 2, 2012
Save
Sales Planning
Garther information about caller and company background.
Research what prospect wants to accomplish.
List prospect contacts who will be involved in decision making process.
Initiate contact: 'sell the meeting'.
Before Interview with Prospect
Look for additional information such as in trade magazine articles.
Call referral source to thank and gain information about "lead".
Use additional "network" contacts and other relationships.
Find other people who might know about the company.
Find industry contacts to give background information.
Gather samples of our work.
Prepare reference list including names and phone.
Prepare written material as necessary such as business cards or brochures.
"Role-play" the discussion with another partner.
Determine what prospect wants to accomplish as a result of using your firm's services.
Determine what benefits might be of interest to the prospect and shape your firm's services.
Develop responces to objections.
Send a confirmation of the meeting.
Make sure to get to meeting on time.
Interview with Prospect
Get ideas for small talk.
Prepare transition including thanking prospect, expressing interest in working with them and stating the purpose of the meeting.
Keep a positive attitude.
List three things that differentiate you and your message in a positive way from your competition.
List three reasons that explain why you're unique.
End with a question or statement that will either close the deal or move the sale along in the right direction.
Save
Useless
Poor
Ok
Good
Excellent
Excellent.
Scores 4.76 with 258 votes
Share via:
Twitter
,
LinkedIn
,
Facebook
,
Whatsapp
374 views today
61 uses today
Related Checklists
Event Checklist
By Jake R Brady
Business Starter Checklist
ST
By Startup Checklist
Office Cleaning Checklist
CH
By Checklister
More Related Checklist Templates
Marketing Checklist
By Campbell Rodriguez
Business Startup Checklist
By Jake R Brady
Commercial Cleaning Checklist
By Fae Fisher
More Checklist Templates
"Sales Checklist" not suitable?
Search the World's largest free library of checklist templates
