The Notion Sales Template optimizes your sales process from goal setting and prospect identification to deal closure and client onboarding.
1
Define sales goals and targets
2
Identify potential clients or customer segments
3
Create a list of prospective clients
4
Research about prospect's business needs and issues
5
Prepare sales pitch tailored for each prospect
6
Initiate contact with prospective clients
7
Schedule a sales meeting
8
Craft and send a pre-meeting note
9
Conduct the sales meeting
10
Approval: Sales Meeting Outcome
11
Draft a proposal based off the sales meeting
12
Send proposal to the client
13
Follow up with client about proposal
14
Handle client's queries and objections regarding proposal
15
Approval: Final Proposal
16
Negotiate final terms and close the deal
17
Send final agreement for signature
18
Receive signed agreement from client
19
Initiate onboarding process for client
20
Document and update client information and deal details in Notion sales template
Define sales goals and targets
Set clear and achievable sales goals and targets. This task is crucial for aligning the team and driving motivation. Determine specific metrics, such as revenue targets or number of new clients, and establish a timeline for achieving them. Consider the impact of these goals on the overall sales process and the desired results. Identify potential challenges and develop strategies to overcome them. What tools or resources will you need to track progress?
1
1 month
2
3 months
3
6 months
4
1 year
5
2 years
Identify potential clients or customer segments
Identify potential clients or customer segments. This task lays the foundation for strategic targeting and personalized sales efforts. Consider factors such as industry, company size, geographic location, and purchasing behavior. Who are the ideal clients you want to engage with? What criteria will you use to classify them into different segments? Analyze data, conduct market research, or leverage existing customer insights to inform your decisions.
1
Small businesses
2
Enterprise
3
Nonprofits
4
E-commerce
5
Healthcare
Create a list of prospective clients
Create a list of prospective clients. This task helps you keep track of potential leads and prioritize your outreach efforts. Research industry directories, use lead generation tools, or leverage your existing network to find potential clients. Document their basic information, such as company name, contact person, email address, and phone number. What other details would be helpful to include in the list?
1
Company name
2
Contact person
3
Email address
4
Phone number
5
Industry
Research about prospect's business needs and issues
Research about the prospect's business needs and issues. This task enables you to understand the specific challenges and pain points potential clients are facing. Analyze their industry trends, competitors, and market dynamics to identify opportunities for your products or services. What questions should you ask to uncover their needs? How can you gather relevant information to tailor your sales pitch?
1
Interviews
2
Surveys
3
Market reports
4
Competitor analysis
5
Social media monitoring
Prepare sales pitch tailored for each prospect
Prepare a sales pitch tailored for each prospect. This task involves crafting a persuasive and customized message that addresses their specific needs and showcases the value of your solution. Put yourself in their shoes and highlight the unique benefits they will gain from working with you. How can you position your product or service as the perfect solution to their challenges? What key features or success stories should you emphasize?
1
Cost-effectiveness
2
Ease of use
3
Scalability
4
Integration capabilities
5
Customer support
Initiate contact with prospective clients
Initiate contact with prospective clients. This task marks the beginning of the relationship-building process. Reach out to potential clients through various channels, such as email, phone calls, or social media. Make initial introductions, express your interest, and provide a brief overview of how your solution can benefit them. How will you personalize your initial contact to grab their attention? What call to action will you include?
Schedule a sales meeting
Schedule a sales meeting. This task aims to secure a dedicated time slot for a more in-depth sales discussion. Determine a mutually convenient date and time for both parties. Consider the prospect's availability and any scheduling constraints. How can you make the meeting request compelling and emphasize the value they'll gain from investing the time to meet with you? What options will you provide to help them choose the meeting slot?
1
Morning
2
Afternoon
3
Evening
Craft and send a pre-meeting note
Craft and send a pre-meeting note. This task sets the stage for the sales meeting and ensures the prospect is well-prepared. Share an agenda or a brief outline of the topics you'll cover during the meeting. Reiterate the value they'll gain from the discussion and any materials they should review beforehand. How can you make the pre-meeting note concise, informative, and engaging? What attachments or links will you include?
Conduct the sales meeting
Conduct the sales meeting. This task involves engaging the prospect in a meaningful conversation and presenting your solution. Actively listen to their needs, answer questions, and address any concerns they may have. Use visual aids, case studies, or product demos to illustrate key points. How will you build rapport and establish trust during the meeting? What strategies or techniques will you employ to keep the discussion focused?
1
Introduction and icebreaker
2
Current challenges discussion
3
Product presentation
4
Question and answer session
5
Next steps
1
Presentation slides
2
Product samples
3
Infographics
4
Videos
5
Case studies
Approval: Sales Meeting Outcome
Will be submitted for approval:
Conduct the sales meeting
Will be submitted
Draft a proposal based off the sales meeting
Draft a proposal based on the sales meeting. This task involves summarizing the prospect's needs, detailing the proposed solution, and outlining the pricing and terms. Tailor the proposal to address the specific pain points discussed during the meeting. Highlight the unique value your solution offers and provide options or alternatives if applicable. What format will you use for the proposal? How can you make it visually appealing and easy to understand?
1
Tiered pricing
2
Subscription model
3
Customized pricing
4
Discount packages
5
Add-on services
Send proposal to the client
Send the proposal to the client. This task involves delivering the proposal in a professional and timely manner. Use email or a secure file sharing platform to send the proposal. Clearly outline the next steps, such as a follow-up call or a request for feedback. How can you make the email subject line compelling? What key details should you include in the email body to reinforce the proposal's value?
Proposal for {{form.Proposed_solution}}
Follow up with client about proposal
Follow up with the client about the proposal. This task ensures you maintain regular communication and address any questions or concerns the client may have after reviewing the proposal. Check-in via email or phone to gauge their interest, gather feedback, and provide additional information if needed. When will you schedule the follow-up and what approach will you take to emphasize the proposal's benefits?
Handle client's queries and objections regarding proposal
Handle client's queries and objections regarding the proposal. This task requires effective communication and problem-solving skills to address any concerns the client may have. Listen attentively, empathize with their perspective, and provide clear explanations or alternative solutions. How will you overcome objections and build trust? What additional information or persuasive arguments can you provide to alleviate their concerns?
Approval: Final Proposal
Will be submitted for approval:
Send proposal to the client
Will be submitted
Handle client's queries and objections regarding proposal
Will be submitted
Negotiate final terms and close the deal
Negotiate final terms and close the deal. This task involves reaching a mutually beneficial agreement on pricing, deliverables, and terms. Ensure transparency, fairness, and alignment with the client's needs. Seek a win-win outcome and be prepared to compromise when necessary. How can you convey the value of your offering during the negotiation process? What strategies will you use to close the deal?
1
Bundling services
2
Offering discounts or incentives
3
Highlighting added value
4
Exploring payment options
5
Upselling or cross-selling
1
Trial close
2
Ask for the sale
3
Take control of objections
4
Summarize benefits
5
Propose a deadline
Send final agreement for signature
Send the final agreement for signature. This task aims to formalize the deal and ensure legal compliance. Use a secure document signing platform to send the agreement. Clearly outline the steps required for signing and returning the document. How can you make the email subject line compelling? What key details should you include in the email body to reinforce the importance of signing and returning the agreement?
Finalizing our agreement for {{form.Proposed_solution}}
Receive signed agreement from client
Receive the signed agreement from the client. This task concludes the negotiation process and ensures all parties are committed to the agreed-upon terms. Follow the specified instructions for signing and returning the document. Confirm receipt of the signed agreement and express gratitude for their trust. What steps will you take to verify the signed agreement and initiate the next phase?
Initiate onboarding process for client
Initiate the onboarding process for the client. This task ensures a smooth transition from the sales phase to the implementation phase. Collect any necessary information or documentation required to begin onboarding. What steps will you take to welcome the client and provide them with the necessary resources? How will you communicate the next steps and expectations?
1
User guides
2
Training videos
3
Support contact information
4
Onboarding checklist
5
FAQs
Document and update client information and deal details in Notion sales template
Document and update client information and deal details in the Notion sales template. This task aims to centralize all relevant information in a dedicated platform for easy access and reference. Update the client's contact details, business needs, key decision-makers, and ongoing communication history. What other information or fields would be important to include in the Notion sales template?
