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.