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8 Steps to a Successful Sales Call

From preparation to closing, remember to make these key moves.
June 14, 2010
URL: http://www.entrepreneur.com/article/207016

It's always good to have a plan for your sales visits that can serve as a quick reminder of the essentials. You can use this checklist as a review before and after each sales call to make sure you cover all the bases. Leaving a sales call and wishing you had remembered to ask a specific question or show the prospect another product idea is a horrible feeling; using this checklist may help you avoid that. Edit this list based on the type of sales cycle you're involved in.

Sales Call Checklist

1. Preparation Prior to Sales Call
Did I:

2. Greeting and Introduction
Did I:

3. Qualifying
Did I:

4. Surveying
Did I:

5. Handling Objections
Did I:

6. Presentation
Did I:

7. Closing
Did I:

8. Customer Maintenance
Did I:

This checklist will help you stay focused. Every time you schedule a sales call, run through this list before-hand to make sure you're prepared--and after the visit to see what you can do next time to make the call run more smoothly and increase your chances of success.