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.
Go through the list of qualified leads to understand their needs and preferences.
Create a customized pitch based on the information gathered about the leads.
Plan and arrange follow-up calls to discuss the pitch and address any questions or concerns.
Set up a product demonstration or service overview to showcase value and features to the leads.
Prepare for and effectively respond to any objections raised by the leads during discussions.
Draft and send a formal proposal to the lead outlining terms, pricing, and next steps.
Reach out to the lead after a few days to follow up on the proposal and answer any additional questions.
Finalize the sale by completing any necessary paperwork and confirming the agreement.
Document the new customer information and update the CRM system accordingly.