It's always good to have a plan for your sales visits that can serve as a quick reminder of the essentials. You can use this checklist as a review before and after each sales call to make sure you cover all the bases. Leaving a sales call and wishing you had remembered to ask a specific question or show the prospect another product idea is a horrible feeling; using this checklist may help you avoid that. Edit this list based on the type of sales cycle you're involved in.
Sales Call Checklist
1. Preparation Prior to Sales Call
Did I:
- Research the account prior to the call?
I have found that review is often our best friend. We all come up with our own patterns to follow when doing what we know we should do. This eigth-step is one possible format to reducde to a manageable size and use it as we prepare for our calls.
