Why you need this checklist?
As a sales professional, you understand the significance of effective customer meetings. They can be the deciding factor between a closed deal or a missed opportunity.
However, <5% Sales Professionals actually go prepared for customer meetings
Preparing for these critical interactions is often a challenge that can seem daunting and time-consuming.
That’s where you need this checklist that can help you stay organized, save time, ensure nothing is missed, and enter into every meeting with full confidence.
How to use this checklist?
Using this checklist is super easy.
Firstly fill your basic details in like Salesperson Name, Customer’s Company Name, Meeting Date and Funnel Stage.
Then, we have given a list of activities you need to refer to prepare for a particular meeting.
Beside each activity, there are 3 options – “Yes”, No”, and “N/A”.
Go through all the listed activities and check the box beside each based on your current situation.