Interactive Selling Process Checklist
📈 Selling Process Interactive Checklist
0%
1. Research your target market and ideal customer profile.
2. Build a qualified lead list using CRM or LinkedIn.
3. Initiate first contact via email, phone, or social media.
4. Ask qualifying questions to understand their needs.
5. Schedule and conduct a discovery call or meeting.
6. Present your solution with a personalized pitch/demo.
7. Handle objections confidently with prepared answers.
8. Send a tailored proposal or quotation.
9. Follow up professionally (phone/email) to stay top-of-mind.
10. Negotiate pricing, terms, and finalize agreements.
11. Get signatures using digital contract tools (e.g., DocuSign).
12. Thank the client and deliver onboarding or first service/product.
13. Request a testimonial or referral after delivery.
14. Log activity and results into your CRM.
15. Analyze performance and optimize your selling process.