{"id":9528,"date":"2017-01-18T14:04:03","date_gmt":"2017-01-18T14:04:03","guid":{"rendered":"https:\/\/www.process.st\/templates\/sonstone-weekly-sales-review-checklist\/"},"modified":"2024-02-28T20:50:08","modified_gmt":"2024-02-28T20:50:08","slug":"sonstone-weekly-sales-review-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sonstone-weekly-sales-review-checklist\/","title":{"rendered":"sonstone Weekly Sales review Checklist"},"content":{"rendered":"
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Introduction: <\/h2>\n
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This weekly sales prospecting checklist is a process used to generate business as the first step in an outbound sales<\/a> approach<\/strong>. Prospecting involves finding potential customers and classifying their quality before reaching out to them via the broader sales team<\/a>. <\/p>\n

After you have completed this checklist you may want to try our Cold-Calling Checklist<\/a> which lets you reach out to your leads generated in this template.<\/p>\n

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. <\/strong><\/p>\n<\/p><\/div>\n<\/section>\n

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Review performance from previous week's sales prospecting <\/h2>\n
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Analyze the previous week's performance<\/strong> from the data collected in the CRM and discuss it in a short beginning of week retrospective\/stand-up meeting. <\/p>\n

This should be a short meeting to review the past week and to ensure the whole team are clear on their responsibilities.<\/p>\n

You can find a range of articles discussing how to hold an effective retrospective here<\/a>.<\/p>\n

Use the form field below to record any notes<\/strong> from the meeting.<\/p>\n<\/p><\/div>\n

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