Templates & Checklist
1. Overview
Purpose:
Centralize all templates and checklists to ensure consistency and efficiency in the sales process.
Objectives:
Provide easy access to standardized documents.
Facilitate quick customization and use.
2. Template Repository
List of Available Templates:
Lead Generation:
Lead Generation Checklist (Google Sheet)
Cold Call Script Template (Google Doc)
Email Outreach Template (Google Doc)
Lead Qualification:
Lead Qualification Checklist (Google Sheet)
BANT Scoring Template (Google Sheet)
Appointment Setting:
Appointment Setting Checklist (Google Sheet)
Appointment Setting Email Template (Google Doc)
Confirmation Email Template (Google Doc)
Needs Assessment:
Needs Assessment Checklist (Google Sheet)
Discovery Meeting Notes Template (Google Doc)
Needs Assessment Questionnaire (Google Form)
Proposal and Estimation:
Proposal Template (Google Doc)
Estimation Checklist (Google Sheet)
Follow-Up and Negotiation:
Follow-Up Email Template (Google Doc)
Negotiation Checklist (Google Sheet)
Closing the Sale:
Closing Email Template (Google Doc)
Contract Preparation Checklist (Google Sheet)
Post-Sale Follow-Up:
Post-Sale Feedback Survey (Google Form)
Onboarding Checklist (Google Sheet)
Referral and Upsell Opportunities:
Referral Request Email Template (Google Doc)
Upsell Proposal Template (Google Doc)
Performance Metrics and KPIs:
Monthly Sales Report Template (Google Sheet)
Quarterly Sales Review Checklist (Google Sheet)
Training and Development:
Onboarding Checklist (Google Sheet)
Mentorship Program Template (Google Doc)
3. Accessing Templates
How to Use:
Instructions on how to copy and customize templates from Google Drive.