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Your Virtual Selling Checklist: Take the Lead in Virtual Selling

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Written by Erica Schultz
Chief Marketing Officer, RAIN Group

Selling virtually is a challenge for even the best sellers.

The Virtual Selling Checklist below will help you make the transition to virtual selling as you wrap your head around three key components to success:

  1. Selling: While many of the principles remain the same (i.e., building rapport, uncovering needs, inspiring with new ideas, building an impact case, etc.), how you go about doing these in a virtual environment is drastically different.
  2. Meeting technology and experience: From audio and video to lighting and background, you need to manage the experience to make it as seamless and pain-free as possible for your customers.
  3. Productivity: Working from home opens the door to distractions and disruptions, so it's important to proactively manage your time, environment, and goals. 

Click the checklist to enlarge (PDF).



Additional Resources
If you're looking for additional resources for succeeding with virtual selling, download the guide below, or:
Book: Buy Virtual Selling Now
Last Updated November 9, 2020

Topics: Sales Performance Improvement Virtual Selling