You’ve got to be highly organised when it comes to selling virtually. Here’s our pre virtual meeting checklist to help you stay on top of your virtual sales presentations:

  1. Meeting Confirmation Email sent
  2. Log in details to virtual meeting provided
  3. Or familiar with platform they ask to use
  4. Summary of topics to be covered sent
  5. Calendar event with virtual meeting details sent
  6. Make sure you look your best on a video call: Background, audio and video check
  7. Reminder email sent morning of meeting
  8. Research your prospect
  9. Plan out how and what you want to present in the meeting
  10. Have all websites loaded in new tabs
  11. Have all presentation materials easily accessible

Check out our brand new Virtual Selling course to take your remote selling skills to the next level. Included in the course are 5 checklists, cheatsheets, and guides and 15+ on demand virtual selling lessons.

Author Profile

Tom Abbott
Tom Abbott is the author of 'The SOHO Solution' and 'Social Selling' and the creator of the online sales training platform SOCO Academy. Sales leaders engage Tom for his proven solutions to building high performance sales teams that exceed targets and for motivational keynotes that energise their audiences.

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