This weekly sales prospecting checklist is a process used to generate business as the first step in an outbound sales approach. Prospecting involves finding potential customers and classifying their quality before reaching out to them via the broader sales team.
After you have completed this checklist you may want to try our Cold-Calling Checklist which lets you reach out to your leads generated in this template.
We’re focussing on the research element of sales prospecting within this checklist to help you build a library of potential business leads. As you go through the checklist, record information in the form fields provided.