INKED SALES LAB · FREE RESOURCE
A practical way to improve how your team works an opportunity, without treating any lead or appointment as a guaranteed sale.
Confirm what the prospect requested and which contact permissions apply. Review the source and qualification notes. Assign a clear owner and a next action.
Ask what prompted the inquiry and what the prospect wants to improve. Confirm rather than assume their need. Explain your role and the proposed next step without making unsupported product claims.
Record the actual outcome, unanswered questions, and agreed follow-up. Honor communication preferences. Keep notes useful to the next person involved.
Separate delivery, contact, conversations, appointments, and sales. Review missing steps before assuming either the lead or the salesperson is the problem.
Use this checklist to identify a process improvement—not as a guarantee of conversion or a substitute for product-specific requirements.