Sales Process Checklist

Check lead list against database for duplicates
Ensure lead fits basic prospect requirements
Make initial contact, complete pre-qualification and schedule appointment
Research prospect to determine needs
Identify decision maker at prospect organization
Identify purchasing process and requirements
Address prospect objections and questions
Sign contract with prospect
Ask customer for referrrals and permission to use as reference
Report sale to sales manager
Send thank you note to customer
Follow up to confirm customer satisfaction
Resolve any questions or problems