What tasks should be carried out for sales after starting a business?

If you’re asking “What tasks should be carried out for sales after starting a business?”, here’s a structured sales process that every business should follow.

Sales Process Checklist for Business Growth

1. Define Your Target Audience

  • Identify your ideal customers.
  • Create buyer personas.
  • Research competitors.
  • Define your unique selling proposition (USP).

2. Build Your Online Presence

  • Professional website
  • Google Business Profile
  • LinkedIn Company Page
  • Facebook & Instagram Business Pages
  • YouTube Channel
  • Business email setup

3. Lead Generation

  • SEO
  • Google Ads
  • Facebook & Instagram Ads
  • LinkedIn Marketing
  • Content Marketing
  • Email Marketing
  • Referral Programs
  • Cold Email Campaigns
  • Cold Calling
  • WhatsApp Marketing

4. Lead Management

  • Use a CRM system.
  • Capture website inquiries.
  • Assign leads to sales executives.
  • Track every interaction.
  • Schedule follow-ups.
  • Score leads based on interest.

5. Customer Engagement

  • Respond quickly to inquiries.
  • Schedule product demos.
  • Offer free consultations.
  • Share brochures and case studies.
  • Send pricing proposals.
  • Address objections professionally.

6. Sales Follow-Up

Many sales are won after multiple follow-ups.

Follow up through:

  • Email
  • Phone
  • WhatsApp
  • LinkedIn
  • SMS

Use reminders to ensure no lead is missed.

7. Proposal & Quotation

Prepare a professional proposal including:

  • Scope of work
  • Timeline
  • Deliverables
  • Pricing
  • Terms & Conditions
  • Support details

8. Negotiation & Closing

  • Understand customer requirements.
  • Offer suitable solutions.
  • Negotiate pricing if needed.
  • Finalize the agreement.
  • Sign contracts.
  • Receive advance payment.

9. Project Delivery

  • Kick-off meeting
  • Regular progress updates
  • Milestone tracking
  • Quality assurance
  • Timely delivery

10. Customer Support

  • Onboarding
  • Training
  • Technical support
  • Bug fixes
  • Maintenance
  • Documentation

11. Upselling & Cross-Selling

Offer additional services such as:

  • Website maintenance
  • SEO
  • Digital Marketing
  • AI Chatbots
  • CRM/ERP Development
  • Mobile Apps
  • Cloud Hosting
  • Security Audits
  • Performance Optimization

12. Request Reviews & Testimonials

Ask satisfied customers to leave reviews on:

  • Google Business Profile
  • LinkedIn
  • Facebook
  • Clutch
  • GoodFirms

Showcase testimonials on your website.

13. Measure Sales Performance

Track key metrics:

  • Number of Leads
  • Conversion Rate
  • Cost Per Lead
  • Sales Revenue
  • Average Deal Size
  • Customer Acquisition Cost (CAC)
  • Customer Lifetime Value (CLV)
  • ROI
  • Follow-up Success Rate

14. Retain Customers

  • Monthly newsletters
  • Product updates
  • Holiday greetings
  • Annual maintenance contracts
  • Loyalty programs
  • Regular check-ins

Sales Tools to Use

  • CRM: HubSpot, Zoho CRM, Salesforce
  • Email Marketing: Mailchimp, Brevo
  • Project Management: Trello, Jira, ClickUp
  • Communication: WhatsApp Business, Zoom, Microsoft Teams
  • Analytics: Google Analytics, Google Search Console
  • Marketing: Google Ads, Meta Ads, LinkedIn Ads

Daily Sales Activities

  • Contact 20–30 new prospects.
  • Follow up with existing leads.
  • Respond to inquiries within 30 minutes.
  • Share one valuable LinkedIn post.
  • Send personalized emails.
  • Schedule client meetings or demos.
  • Update the CRM.
  • Generate proposals.
  • Analyze sales performance.
  • Plan the next day’s priorities.

Sales Funnel

Lead Generation → Qualification → Meeting/Demo → Proposal → Negotiation → Deal Closed → Project Delivery → Customer Support → Upsell → Referral

For an IT services company like yours (Web Development, AI Solutions, CRM/ERP, Magento, Laravel, PHP, Digital Marketing, and Automation), implementing this structured sales workflow can help generate consistent leads, improve conversion rates, and build long-term client relationships.