Sales Development Checklist

10 Step Sales Development Checklist for SDRs

Developing sales process is a continuous task. If you want a comprehensive and ongoing approach that ensures consistent sales growth and improvement, read this ultimate Sales Development Checklist.

  • Filter duplicate leads by checking against the database.
  • Check whether that lead fits basic clients requirement (e.g. annual revenue, type of business, company size etc.).
  • Initial contact made by email, phone or both.
  • Complete prospect’s pre-qualification process.
  • Schedule an appointment.
  • Figure out their pain points and needs.
  • Send meeting agenda and requirements to prospect.
  • Complete final qualification by BANT/HQL.
  • Identify purchasing process and their requirements.
  • Schedule a second meeting and collect RFP requirements, etc.

By proven and product rich message, ongoing market research with a better process, we can accelerate your sales pipeline with sales-ready prospects that boost your ROI and take your business to the next level. See how one of our clients got 291 high-quality sales discussions with targeted decision-makers and C-suite prospects.