This checklist is designed to ensure that all sales leads are properly tracked and managed throughout the sales process, enhancing follow-up efficiency and conversion rates.
Ensure that all new leads are entered into the CRM system with accurate contact details and source information.
Assign each lead to relevant categories based on their interests and potential value to prioritize follow-ups.
Designate a sales representative for each lead to ensure accountability and tailored follow-up actions.
Set reminders for follow-up calls or emails based on the lead's preferences and engagement history.
Regularly update the status of each lead in the CRM system to reflect current engagement and next steps.
Conduct weekly reviews of lead progress to identify trends, successes, and areas for improvement in tracking techniques.