Sales Process Framework Checklist
📈 Sales Process Framework Checklist
🔍 Lead Generation
Define ideal customer profile (ICP)
Create targeted lead magnets
Set up landing pages & forms
Implement lead capture systems (CRM, Email)
📞 Lead Qualification
Set qualification criteria (BANT, CHAMP, etc.)
Use lead scoring systems
Segment leads by funnel stage
Automate first contact via email/text
🗣️ Initial Contact
Send intro email/DM with personalized value
Schedule discovery call or demo
Prepare rapport-building script
Qualify using probing questions
💼 Pitch & Proposal
Present tailored offer or solution
Handle objections confidently
Provide clear pricing & deliverables
Send follow-up proposal PDF or contract
📝 Closing the Sale
Use urgency or limited-time bonuses
Ask for the sale confidently
Send invoice and collect payment
Send welcome/thank you package
🚀 Onboarding & Retention
Initiate client onboarding process
Assign dedicated account manager
Schedule check-ins or performance reviews
Collect testimonials and referrals
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