Sales Call Checklist

    Sales Call Checklist Sender's E-Mail Company Name

  • Address

    1. Customer Name

    2. Customer Phone

    3. Contact E-mail

    4. DEL Rep

    5. Date

    Note: This form is to be utilized when making a sales call.

    1. 1. Did you get the opportunity to take the customer to lunch? YesNoN/A

    2. 2. Did you review the DEL website/presentation with the customer in detail? YesNoN/A

    3. 3. Does the customer have a project that may include DEL equipment in the next 6 to 12 months? YesNoN/A

    4. Note: List the details of this project in the box provided below. If the customer wants a quotation, please complete the Contact Form on the website.

    5. 4. Does the customer have a project that may NOT include DEL equipment in the next 6 to 12 months? YesNoN/A

    6. 5. Is the customer completely satisfied with existing material suppliers? (i.e. overcaps, film, containers) YesNoN/A

    7. Note: List the details of this project in the box provided below:

    8. 6. Would the customer like a quotation from an alternative material supplier? YesNoN/A

    9. Note: List the detail regarding materials in the box below:

    10. 7. If the customer is an existing DEL customer and has equipment in operation, conduct an equipment evaluation using the 'Equipment Evaluation Form' on the website. YesNoN/A

      11. Note: A copy of this form should be sent to DEL sales manager (via website) within 24 hours of completing the sales call. All sales checklists should be reviewed during weekly sales meetings.

    Related Topics & Accessories:

    Daily Log Report Equipment Evaluation Equipment Settings
    Servicetech Bonus Request Open Issues & Safety Evaluation Post Service Checklist
    Sales Call Checklist Service-Sales Expense Report Training Survey