Home  » Solutions  » Checklists  » Sales Lead Checklist

Task Management Software

Business Management
Project Management
Process Management
Task Management
Employee Management
Customer Management
Sales Management
Finance Management
Product Management
Company Activity
Office Management
Document Management
Other Management
Crisis Survival
Skills Development

VIP Task Manager Professional

Play VIP Task Manager demo Play Demo >>


Forgot your password?
Login As:
Login As
You can log in if you are registered at one of these services:
"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI

Sales Lead Checklist


All Travel Checklists

Sales Lead Checklist This Sales Lead Checklist is created to be helpful for all those people who manage sales in their companies and need more information on how their Sales Leads can be increasingly generated and systematically converted into real sales. 

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

 About Sales Leads:

  • Sales Lead is the initial identification (first contact, inquiry, referral, or other information) of a person or organization which may have interest and potential to buy a product or service from your company;
  • Sales Lead is considered as the first stage in the Sales Process, and it has always a chance to grow up into a Sales Prospect which can become converted then into a real sale;
  • Sales Leads are generated from a big number of regular sources, such as all kinds of advertising, marketing efforts (such as presentations at trade shows), social networking, cold calling, etc;
  • To be smoothly successful in converting Sales Leads into actual sales, it is advisable for every company to elaborate its specific lead conversion procedure that can assure a level of efficiency in turning more leads into actual sales;

Creating and Handling Sales Leads:

  • Make everything possible to generate more of Sales Leads as they all can potentially occur into Sales bringing more profit to your account:
    • Hand out your business cards everywhere you go;
    • Introduce your services when you communicate with people;
    • Stimulate people to refer your business to their friends and neighbors;
    • Post your business contacts on your electronic pages in social networks, etc;
    • Invest into promotion of your corporate web-site, if available;
  • Categorize your Sales Leads by their statuses:
    • Very promising leads (hot leads): it seems that these clients are going to buy in a short-term prospective, but they are somehow uncertain yet. All you need to do here is to contact them rapidly and deal on some details which still hamper a sale.
    • Promising leads: these clients have a potential to buy within a middle-term period. You need to maintain frequent and regular contacts with these leads to stay in touch with conditions affecting their decision to buy from you.
    • Minor leads: you are not sure if they have serious interest or potential to buy from you, but you need to keep them maintained as well, just in case. You can keep them in contact with your business by sending them periodic newsletters, sales offers, etc.
  • Automate and facilitate your work with Sales Leads:
    • Keep at hand everything necessary to send requested information immediately;
    • Prepare readymade answers to be sent in response to different kinds of inquiries;
    • Make sure you have sufficient stock of printed materials;
    • Make sure you have electronic versions of documents for those who want the information by e-mail or to be downloaded from your web-site;
  • If possible evenly allocate sales leads among your salespersons, so everyone gets a set of leads of different types to be developed;
  • Create clear criteria for qualifying sales leads and establish a procedure for reviewing statuses of sales leads as one day some of your minor sales leads may need to be escalated up to the status of promising leads, and some of the promising ones may grow up to the hot leads;
  • Create and maintain database of Sales leads to rate them, update and monitor their statuses;
  • Create appropriate programs of actions for handling every type of sales leads:
    • Conception of immediate phone ... ;

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

CentriQS Tasks Management Solution new

Looking for multi-user task management software? Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules. Increase productivity of your small business or office by better organizing your employees' tasks and time.

FREE Download CentriQS

CentriQS new -15% OFF
All-in-one business management software
for small and midsize enterprises

VIP Task Manager
Multi-user project management software
to plan, schedule and track project tasks.

VIP Checklists
More than 750 ready-to-use to-do lists
to plan your personal and business life

VIP Team To Do List
Professional task management software
to make and send team todo lists by email

VIP Organizer
Personal time management software
to organize time at home and at work

VIP Simple To Do List
Simple and effective to-do list software
to plan daily chores, trips, wedding, etc.

  Products *Solutions* Download Buy Support Contact My Account 

  Copyright 2004 - 2024 VIP Quality Software, Ltd. All Rights Reserved.

Site Map
Legal Information