101 Task Ideas for

Any Sales Process

101 Task Ideas for Any Sales Process | Nutshell.com 1

 Now that you’ve Tasks for PROSPECT stage
picked out your sales
Leverage a data intelligence tool to
process stages, it’s time Collect recent customer referrals create a prospect list from repeat Enter new leads into your CRM*
visitors to your website.
to fill those stages
Collect business cards at trade show/ Identify target accounts (for ABM
with tasks. networking event
Send direct mail campaign
businesses)

Work with your marketing team to run

Collect recent leads from website forms
Tasks are the recurring and content offers*
Re-engage with lost leads* targeted ad campaigns to warm up your
cold call list
activities that your
Research LinkedIn and Twitter for Filter out any new leads that are clearly
sales reps follow on potential buyers
Buy lead list
bogus
every lead to keep
their deals moving
from stage to stage. Tasks for PRE-QUALIFY stage

Determine if prospect is the right Verify whether or not prospect’s

Browse through our person to contact, based on their company is in an industry that your
suggested tasks job title business serves

and grab the ones Verify size of prospect’s company

Prioritize the leads that seem most
worthy of your sales team’s attention
that make the most
sense for how your
team sells.

* Denotes tasks that can be automated

in Nutshell. (Read this for a quick
rundown of how to do that.)

101 Task Ideas for Any Sales Process | Nutshell.com 2

 Tasks for INITIAL CONTACT stage
Join our Intro
Identify a personal or professional detail Send follow-up email (if no response
to Nutshell to use as an icebreaker
Send cold email*
within # days)*
guided tour! Identify a specific challenge the
Make follow-up call (if no response
prospect might be struggling with in Make cold call
within # days)
Nutshell is the sales automation their business
software your team has been
waiting for. Want to take a look? Identify social proof that would be
Join our guided tour, every Tuesday relevant to the prospect (i.e., online
Leave automated voicemail Log call notes into your CRM
reviews from customers in the same
and Thursday.
industry)

Make a list of industry specific case Send remainder of your follow-up

SAVE MY SPOT Connect with prospect on social media
studies to share with your prospects email series*

Record personalized video

Tasks for QUALIFY stage

Assess prospect’s needs and pain Identify primary stakeholders and

Determine purchase timeline
points secondary influencers

Assess prospect’s budget and potential

Determine product fit Assign lead score/lead confidence*
size of account

101 Task Ideas for Any Sales Process | Nutshell.com 3

 Tasks for EDUCATE stage

Send competitive comparisons showing

Invite prospect to informational webinar how your product/solution is superior to Schedule training session with prospect
others the prospect may be considering

Send prospect video overview of your Send other relevant content that would
Conduct training session with prospect
product/solution be helpful to your prospect

Monitor trial progress/usage to

Have your cold Send success stories and testimonials
featuring similar customers
Subscribe prospect to trial onboarding
email series*
generate specific guidance and

emails been recommendations

getting a chilly
response?
Tasks for RESEARCH stage
Browse through our collection of
proven B2B cold email templates Understand what your potential client Search your CRM for similar customers
from sales experts and get inspired. Learn more about prospect’s recent
does, how they operate, and what sets who have had success with your
milestones
them apart solution

READ MORE Learn some of the jargon/terminology Consult with teammates on which
Learn more about prospect’s specific
used in your prospect’s industry so you strategies have been successful with
business goals
can speak in their language similar prospects in the past

Prepare to discuss how your product See who you may be connected to
Learn more about the company’s might enhance other products, on LinkedIn who knows the prospect
leadership strategies, or tactics your client is and could be leveraged for additional
currently using influence

Learn more about prospect’s industry

and competitors

101 Task Ideas for Any Sales Process | Nutshell.com 4

 Tasks for SCHEDULE PRESENTATION stage
Join Nutshell’s
Book time for demo, presentation, or Prepare tailored recommendations to
Sell to Win meeting incorporate into pitch
Prepare presentation slides

Facebook Review all the email/phone Prepare questions that can be used to
group! conversations you’ve had with the
prospect so far
draw out any remaining information you
need from prospect
Practice presentation with a colleague

Looking for a place to learn, vent, Complete “prep cheat-sheet”

laugh, and collaborate with other
sellers? We’re building a community
to connect our readers—and it
wouldn’t be the same without you.
Come in and say hi! Tasks for PRESENT/PITCH stage

Create a “mental model” of how your

LET ME IN! Log notes from presentation into CRM Conduct presentation follow-up call
pitch will go (believe us, it works)

Send follow-up email with meeting

Conduct presentation Log follow-up call notes in your CRM
summary and relevant content

Schedule follow-up call with prospect

after presentation

Tasks for SEND PROPOSAL stage

Personalize proposal based on Have a colleague proofread your

Schedule proposal review call
prospect’s needs proposal

Lay out cost, terms, and timeline that

Send proposal Conduct proposal review call
were verbally agreed to

Send follow-up email if no response

Proofread your proposal Receive signed proposal
after # days

101 Task Ideas for Any Sales Process | Nutshell.com 5

 Tasks for OVERCOME OBJECTIONS stage

The Sell to Win Obtain verbal agreement for the sale

Playbook Identify prospect’s remaining concerns Address objections with the prospect
55 Expert Sales Tips to Drive Your Success (aka, Ask for the sale!)

Consult your company’s internal

Demonstrate value of your solution
knowledge base to find methods that
above other solution(s) they’re
your team has used to overcome
considering
objections with similar clients

The Sell to Win

Playbook Tasks for CLOSING stage

Want to learn from the masters?

Follow up with customer immediately
Read these 55 expert tips from Complete final negotiations Grab mallet, hit gong!
after delivery of product/service
some of the world’s most highly
regarded sales thought-leaders. Prepare contract Obtain initial payment Send welcome package

Pass to onboarding/order fulfillment/

Send contract Write thank-you card
GET THE PLAYBOOK customer success team

Update your internal knowledge base

Make follow-up contact if contract not Subscribe buyer to customer with any customer/industry insights
received within # days* newsletter* you’ve gained during the course of
the sale

Receive signed contract

Tasks for NURTURE stage

Schedule recurring follow-up contact* Conduct first upsell call Ask for referral

Send gift after customer has been with

Conduct first customer consultation call Ask for positive review
you for ## months

101 Task Ideas for Any Sales Process | Nutshell.com 6