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Example Client Sales Process

The document provides an example of a basic sales process checklist from prospecting leads to closing a sale. It includes steps like setting appointments, presenting to prospects, addressing objections, getting customer signatures, and following up after a sale. Having a sales process checklist can help salespeople track each stage and ensure no critical steps are missed.

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Yaj Busawon
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241 views1 page

Example Client Sales Process

The document provides an example of a basic sales process checklist from prospecting leads to closing a sale. It includes steps like setting appointments, presenting to prospects, addressing objections, getting customer signatures, and following up after a sale. Having a sales process checklist can help salespeople track each stage and ensure no critical steps are missed.

Uploaded by

Yaj Busawon
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Client example of sales process (from lead to close)

Pilots, regardless of their experience level, complete a pre-flight checklist every


time they get on a plane. The pre-flight checklist helps to ensure that no critical
step is overlooked or forgotten even if the pilot is in a hurry or preoccupied with
other issues. In the same way, a sales process checklist can help you to track
each stage of the sales cycle and is the first step to creating a sales process plan.
The specific form of your sales process will vary depending on the nature of
your products and the type of prospect you sell to. A salesperson selling
expensive manufacturing equipment to large companies will have a much
longer and more complicated process than a salesperson selling used books
door-to-door to consumers. However, any salesperson, regardless of product
type, can benefit from a checklist review. Here is an example of a simple sales
process checklist that might suit your needs.

Basic Sales Process


Prospecting for Leads Closing
Lead list checked against Prospect objections &
database for duplicate questions addressed
Lead fits basic prospect Appropriate product/service
requirements (e.g. income type selected and accepted
level, type of business, etc.)
Customer signed contract
Setting Appointment Asked customer for permission
Initial contact made (phone call, to use as a reference
email, in-person visit, etc.) or testimonial
Pre-qualification completed Asked customer for referrals

Appointment scheduled
Researched prospect to Post-Closing
determine needs
Reported sale to sales manager

Presentation Order processed and filled

Final qualification completed Sent thank-you note to customer


– prospect is a true opportunity
Followed up to confirm
Prospect needs assessed customer satisfaction
Decision maker identified Resolved any questions
Purchasing process and or problems
requirements identified
Next steps determined (scheduled
a second meeting, collected
RFP requirements, etc.)
Credit to Wendy Connick

www.bizsgt.com Copyright 2017 Chris Hallberg. All rights reserved.

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