Sales Tools & Process Checklist

🛠️ Sales Tools & Process Checklist

Track your entire sales workflow using essential tools and best practices:

Define sales goals & KPIs

Tools: ClickUp, Google Sheets, Asana

Set up CRM system

Tools: HubSpot, Zoho CRM, Pipedrive

Create prospecting strategy

Tools: LinkedIn Sales Navigator, Hunter.io, Apollo.io

Qualify leads using a framework (BANT/CHAMP)

Tools: Typeform, Google Forms, Close CRM

Develop sales scripts and objection handling

Tools: Notion, ChatGPT, Doc360

Set appointments or demos

Tools: Calendly, Zoom, TidyCal

Deliver pitch or demo

Tools: Loom, Zoom, Google Meet

Send proposal & pricing

Tools: PandaDoc, Proposify, Canva Docs

Follow-up strategy (3-7 touches)

Tools: Mailshake, Lemlist, Gmail Sequences

Close the sale & send invoice

Tools: QuickBooks, Stripe, Wave

Onboard new client/customer

Tools: Trello, ClickUp, Notion templates

Analyze conversion rates & performance

Tools: Google Data Studio, CRM Analytics, HubSpot Reports