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Sales Process Checklist

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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