Sales Lead Conversion Checklist ( SALESANDMARKETING )

This checklist is designed to ensure that all necessary steps are taken to convert sales leads into customers. It focuses on the actions required after a lead has been qualified, guiding the sales team through the process to increase conversion rates.

• Review Qualified Leads

  Go through the list of qualified leads to understand their needs and preferences.

• Prepare Tailored Pitch

  Create a customized pitch based on the information gathered about the leads.

• Schedule Follow-Up Calls

  Plan and arrange follow-up calls to discuss the pitch and address any questions or concerns.

• Demonstrate Product/Service

  Set up a product demonstration or service overview to showcase value and features to the leads.

• Handle Objections

  Prepare for and effectively respond to any objections raised by the leads during discussions.

• Send Formal Proposal

  Draft and send a formal proposal to the lead outlining terms, pricing, and next steps.

• Follow-Up on Proposal

  Reach out to the lead after a few days to follow up on the proposal and answer any additional questions.

• Close the Sale

  Finalize the sale by completing any necessary paperwork and confirming the agreement.

• Record Customer Details

  Document the new customer information and update the CRM system accordingly.