Basic Sales Process Checklist

• Prospecting for Leads ❑ Lead list checked against the database for duplicates ❑ Lead fits basic prospect requirements (e.g. income level, type of business, etc.)
• Setting Appointment ❑ Initial contact made (phone call, email, in-person visit, etc.) ❑ Pre-qualification completed ...
• Presentation ❑ Final qualification completed – the prospect is a true opportunity ...
• Post-Closing ❑ Reported sale to sales manager ...