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Writer's pictureChitra Singh

Sales Process Checklist

Updated: Mar 2

This checklist will help you find potential customers, close the sale, and retain your clients for repeat business and referrals in the future.


For sales professionals today, only 34% of their time is spent selling.

This begs the question, what are they doing for the remaining 66% of the time

Sales teams struggling to keep up with data entry, quote generation, and other tasks drag sales reps away from potential leads. As such, 54% are expected to miss their quotas every year.

Something as simple as a clear checklist can help you increase your efficiency and close more sales! Here is a checklist to take you from Prospecting for Leads all the way to Post - Closing.




Feel free to download and print this checklist!

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2 Comments


Radhika Bali
Radhika Bali
Nov 22, 2021

Thanks for sharing💖

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Archana Gupta
Archana Gupta
Nov 18, 2021

Great one . Thank you for sharing.

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