Workflow Templates: Sales Pipeline Checklist

Identify target market segments

Develop lead generation strategies

Implement marketing campaigns

Utilize CRM tools for lead tracking

Measure and analyze lead generation effectiveness

Define qualification criteria

Score leads based on potential

Conduct initial contact to assess interest

Evaluate lead's financial capacity

Prioritize leads for follow-up

Create and update opportunity records in CRM

Assign opportunities to sales representatives

Set up follow-up tasks and reminders

Develop customized sales proposals

Track and manage opportunity stages

Schedule regular pipeline review meetings

Analyze sales pipeline metrics

Identify bottlenecks and stalled deals

Adjust sales strategies as needed

Provide feedback and coaching to sales team

Prepare and present final proposals

Negotiate terms and conditions

Address any client objections

Secure client agreement and signatures

Ensure proper documentation and record-keeping

Sales Pipeline Checklist