Sales TechniquesChecklist

Sales Confidence & Process Checklist

A practical five-week checklist for UK small business owners and managers to build a calmer, more consistent sales process: reframe sales as problem-solving, practise discovery, prepare for calls, track opportunities, set up a simple CRM and create respectful follow-up routines.

Pages
18
Words (approx.)
4,235
File size
651 KB
EXPLORE THE RESOURCE

Inside this resource

Selected sections from the PDF contents. Open any section to read it in context.

  1. Week 1: Examine the beliefs behind your sales activityPage 4 ↗
  2. Week 2: Practise better discovery conversationsPage 6 ↗
  3. Week 3: Build a preparation systemPage 9 ↗
  4. Week 4: Measure, review and refinePage 12 ↗
  5. Week 5: Put a simple system in placePage 14 ↗
  6. Your five-week completion recordPage 17 ↗

Make it useful

  1. Use it before the relevant task, not just after a problem.
  2. Work through the checks and record any actions in your own plan.
  3. Revisit it when your circumstances or the project change.

Educational guidance, not a promise of results. Use your own judgement and seek appropriate professional advice.

Part of your practical toolkit

Practical Sales Pipeline SystemsPlan repeatable sales stages, follow-up, ownership and honest evidence of progress.
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For selectable text and all pages, open the PDF ↗.