Streamline your sales process with our Sales Cadence Template, ensuring maximum efficiency from lead generation to deal closure.
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Identify target customer profile
2
Research potential leads
3
Prepare a list of potential contacts
4
Create a personalized sales message
5
Approval: Sales Message
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Send the initial contact email
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Schedule a follow-up call
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Conduct the follow-up call
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Input contact information into CRM
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Send a personalized follow-up email
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Approval: Follow-up Email
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Schedule a product demo
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Prepare product demo presentation
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Conduct product demo
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Request for customer feedback
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Input feedback into CRM
17
Approval: Customer Feedback
18
Send a formal proposal
19
Negotiate contract terms
20
Close the deal
Identify target customer profile
In this task, you need to identify the target customer profile for your sales efforts. This involves researching and understanding your ideal customers, their needs, and pain points. The goal is to create a clear profile that will guide your sales strategy and help you identify potential leads. Who are your ideal customers? What are their demographics and characteristics? What industries or sectors do they belong to? What challenges do they face? How can your product or service solve their problems?
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Technology
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Finance
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Healthcare
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Education
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Manufacturing
Research potential leads
In this task, you will conduct research to identify potential leads that match your target customer profile. This involves utilizing various resources such as industry directories, online databases, social media platforms, and networking events. The goal is to gather enough information on potential leads to determine their relevance and potential interest in your product or service. What sources will you use to find potential leads? How will you filter and evaluate leads based on your target customer profile? How will you track and organize lead information?
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Industry directories
2
Online databases
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Social media platforms
4
Networking events
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Industry
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Company size
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Location
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Job title
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Budget
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Create lead spreadsheet
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Use CRM software
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Maintain contact database
4
Organize leads by priority
Prepare a list of potential contacts
In this task, you will compile a list of potential contacts based on the leads you have identified. This involves gathering contact information such as names, job titles, email addresses, and phone numbers. The goal is to create a comprehensive list of potential contacts that can be used for further sales outreach. What contact information will you gather? How will you verify the accuracy of contact information? How will you organize and maintain the list of potential contacts?
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Name
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Job title
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Email address
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Phone number
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Verify email addresses through email verifier tool
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Verify phone numbers through phone number verification service
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Cross-reference contact information with social media profiles
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Use CRM software
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Create spreadsheet
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Regularly update contact information
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Segment contacts based on criteria
Create a personalized sales message
In this task, you will create a personalized sales message that will be used in your initial contact email and follow-up communications with potential leads. This involves tailoring your message to the specific needs and pain points of each lead, highlighting the value proposition of your product or service. The goal is to grab their attention, generate interest, and establish a rapport. How will you personalize the sales message for each lead? What key points or benefits will you focus on? How will you make the message compelling and persuasive?
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Formal
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Friendly
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Professional
Approval: Sales Message
Will be submitted for approval:
Create a personalized sales message
Will be submitted
Send the initial contact email
This task involves sending the initial contact email to introduce yourself and your offering to the potential lead. Use the personalized sales message created in the previous task as the content of the email. Personalize the subject line and body of the email using the information provided below.
Initial Contact - {{form_label}}
Schedule a follow-up call
Schedule a follow-up call with the potential lead to continue the sales conversation. Set a date and time that works for both parties and ensure all necessary information, such as contact numbers and meeting agenda, are provided to the sales representative responsible for the lead.
Conduct the follow-up call
During the follow-up call, engage the potential lead in a conversation to understand their specific needs, address any concerns or questions they may have, and provide further information about your product or service. Actively listen to their feedback and adapt your approach accordingly. Use the information gathered to move the sales process forward.
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Product features
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Pricing options
3
Integration capabilities
4
Implementation process
5
Competitor comparison
Input contact information into CRM
Enter the contact information of the potential lead and any relevant details discussed during the follow-up call into the Customer Relationship Management (CRM) system. This will help track the progress of the sales process and ensure all information is readily accessible for future reference.
Send a personalized follow-up email
Send a personalized follow-up email to the potential lead after the follow-up call. Reference the key points discussed during the call and provide any additional information or resources that may be helpful in their decision-making process. Customize the subject line and email body using the information provided below.
Follow-up - {{form_label}}
Approval: Follow-up Email
Will be submitted for approval:
Send a personalized follow-up email
Will be submitted
Schedule a product demo
Schedule a product demonstration with the potential lead to showcase the features, functionality, and benefits of your product or service. Choose a date and time that works for both parties, ensuring all necessary information and resources are available for the demo.
Prepare product demo presentation
Create a compelling product demo presentation that showcases the value, features, and benefits of your product or service. Tailor the content to align with the potential lead's specific needs and challenges discussed during previous interactions. Use visual aids, case studies, and customer testimonials to reinforce the value proposition.
Conduct product demo
During the product demo, present the prepared presentation to the potential lead, highlighting the key features, functionalities, and benefits of your product or service. Address any questions or concerns they may have and provide real-life examples or case studies to illustrate the value proposition. Capture feedback and insights to gauge their level of interest and adapt your approach accordingly.
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Feature 1
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Feature 2
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Feature 3
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Feature 4
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Feature 5
Request for customer feedback
Request feedback from the potential lead regarding their experience with the product demo and their impressions of your product or service. Gather insights into their level of interest, concerns, or additional requirements they may have. This feedback will help shape the next steps in the sales process.
Input feedback into CRM
Record the feedback received from the potential lead regarding the product demo into the Customer Relationship Management (CRM) system. Ensure all relevant details are captured accurately, including any specific requirements or concerns expressed by the lead.
Approval: Customer Feedback
Will be submitted for approval:
Request for customer feedback
Will be submitted
Send a formal proposal
Prepare and send a formal proposal to the potential lead, outlining the details of the proposed solution, pricing options, and any customized terms or conditions. Tailor the proposal to address their specific needs and concerns discussed during previous interactions. Customize the subject line and email body using the information provided below.
Formal Proposal - {{form_label}}
Negotiate contract terms
Engage in discussions with the potential lead to negotiate the contract terms, pricing, or any other specific requirements they may have. Address any concerns, provide clarifications, and explore win-win solutions that meet both parties' needs. Aim to reach an agreement that satisfies the potential lead while ensuring a mutually beneficial partnership.
Close the deal
Solidify the sales process by closing the deal with the potential lead. Finalize the contract, payment terms, and any additional requirements. Ensure all necessary paperwork, such as signed agreements or purchase orders, are obtained and processed. Celebrate the successful acquisition of a new customer and initiate the onboarding process.
