Sales Checklist

Course material for your personal use

© Metisan Pty Ltd
kisstosell.com.au
 Sales Checklist

Contents

Introduction.............................................................................................3
A note before we get started....................................................................4

Daily Checklist..........................................................................................5
Morning.................................................................................................5
Afternoon..............................................................................................5
Weekly Checklist......................................................................................6
Monday:................................................................................................6
Tuesday.................................................................................................6
Wednesday............................................................................................6
Thursday:..............................................................................................6
Friday....................................................................................................6

Thank you !..............................................................................................7

Kiss & Tell................................................................................................7

Copyright Statement................................................................................8

© Metisan Pty Ltd 2012

Owned by Metisan Pty Ltd | ABN: 692 5207
2383 Prepared for your personal use
2
 Sales Checklist

Introduction
Welcome to KISS to Sell

The KISS to Sell ‘Sales Checklist’ bonus material is something you can use
every week in your business to assist you in selling.

A checklist will help you to prioritise and do the important sales tasks.
Doing these tasks will make you more successful in your selling because it
is easier to have and then follow a plan.

I’m looking forward to helping you on this journey towards more confident
selling.

To your Selling Confidence!

Frances Pratt

This material has been sent specifically to you … if you would like to share
the KISS to Sell program with others … then please email me and I will
happily send them a special link with a discount to the KISS to Sell
Program.

If you would like to share this with people inside your business, then
please email me and I am happy to organise that with you.

© Metisan Pty Ltd 2012

Owned by Metisan Pty Ltd | ABN: 692 5207
2383 Prepared for your personal use
3
 Sales Checklist

A note before we get started

You will find following this checklist more useful if you can track your sales
work in a Customer Relationship Management (CRM) system.

In my business, and many of my small business clients, I use ZOHO CRM

(crm.zoho.com). It has all the basics covered that you will need to track
your selling, and it is free for up to 3 users.

If you don’t have a CRM then you can track much of the information in
your email product (for example Outlook).

I have used the term CRM in this checklist, assuming that is where you
will track your contacts and tasks.

© Metisan Pty Ltd 2012

Owned by Metisan Pty Ltd | ABN: 692 5207
2383 Prepared for your personal use
4
 Sales Checklist

Daily Checklist

Morning

 Prioritise people that you should follow up.

o They should be people that you:
 Promised to call today
 Haven’t heard back from
 Haven’t been in touch with for some time
 Know some event has happened for them:
 Birthday
 Starting a new product / service / business
 Launch of a new website
 Many other reasons
 Check email and answer any client (or potential client) questions
 Check social media (Twitter / LinkedIn / Facebook) to:
o Answer or respond to any interactions
o Check if someone is looking for your area of expertise and
answer questions
 Check in with other people in the business who are working with
your clients to see if there are any questions or outstanding things
that need to be answered or expedited.
 Look out for opportunities for your clients and other people in your
network.

Afternoon

 Ensure that all your action points and dates are recorded in your
CRM for the people that you have spoken with today.
 Go to LinkedIn and connect with any new people that you have met
 Send follow up emails to the people that you have spoken or met
with today.
o This email should cover:
 Thank you for the meeting today
 What you and they agreed to do and by when
 When the next contact point is

© Metisan Pty Ltd 2012

Owned by Metisan Pty Ltd | ABN: 692 5207
2383 Prepared for your personal use
5
 Sales Checklist

Weekly Checklist
Monday:
 Choose one of your existing clients. Call them to check to see:
o How their business is going
o How happy they are with your product or service
o If there is anything that you could do differently that might
serve them better

Tuesday:
 Set up a review meeting with a client that you have just started
working with.
o Review what you said you would deliver and the benefits that
the client would gain
 Have you been able to deliver on this?
o Check what the next top 3 priorities for this business are:
 Can you help with this?
 Do you know someone else that can help with this?

Wednesday:
 If you run a business, sales is not your only job so I have left this
free for you to have meetings and do other tasks.

Thursday:
 Check that the appointments that you set up for the coming week
have been accepted / declined or not answered.
o Add the people that have declined to your call list (to re-
organise)
o Add the people that have not answered to your call list (to
re-confirm the appointment).

Friday:
 I use Friday for planning day.
 Set out your sales goals (30 minutes).
o Think about what you have learned this week from your
clients or about your industry
o List 10-20 new things that you can try based on these new
discoveries
o Choose one to act on straight away
o Choose one to act on in the next week

© Metisan Pty Ltd 2012

Owned by Metisan Pty Ltd | ABN: 692 5207
2383 Prepared for your personal use
6
 Sales Checklist

Thank you !

I really hope that you are enjoying KISS to Sell!

Want to ask a question about sales?

Ask a sales question!

There is still more that you can discover! As a KISS to Sell

Member, you can:

 Read articles on selling

 Have a look at what others have asked about this
video.

KISS to Sell – KISS Member Area

Kiss & Tell

Want to refer someone to the program? We give you

permission to KISS & Tell … feel free to send them this link.

KISS to Sell – KISS & Tell Promotion

Thank you again and I wish you every success with your business.

© Metisan Pty Ltd 2012

Owned by Metisan Pty Ltd | ABN: 692 5207
2383 Prepared for your personal use
7
 Sales Checklist

Copyright Statement

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© Metisan Pty Ltd 2012

Owned by Metisan Pty Ltd | ABN: 692 5207
2383 Prepared for your personal use
8