You must make your site as easy to use as possible. Potential customers won't waste their time trying to work out how to use your site. If it's not immediately obvious how they can get what they want, they won't do it. Not only should the UI (User Interface) be optimized, but the site itself should be designed to make it as easy as possible for visitors to convert to customers - i.e. it should be optimized for conversions.
This is the first stage of the sales process where you need to analyze if the basic information of your lead matches your product/service offering. There’s a lot of guesswork at this stage, but they hopefully are educated guesses. This is because you can do good research on the company by following them on social media and understanding their company via the company website. The questions at this stage will help you define if the lead’s business is a proper fit for your product.
Another important question you need to ask is if their budget or revenue criterion matches the range for your product or service offering. If your product plays to the high end of the market and your lead’s budget is low, this just won’t work. So it is better to know the answer to this now rather than in the later stages once you’ve invested more time in the lead.
Refer to your checklist whenever you need to or wherever you might be. Canva designs are all saved on the cloud so they can be opened, changed or downloaded from anywhere as long as you have an internet connection. It does not require you to install anything so you can access your design on your desktop computer, laptop, iPhone, iPad or Android device.
There are chances that your lead might want to get out of the buying process at this stage as well. It is easy to recognize the pattern when this happens. Here either your lead will completely avoid your calls or mails or he will not push your pitch to the person who will take the buying decision. If this occurs, then drop the lead and don’t go any further.
Want a physical copy of your checklist? You can easily download and print your finalized design. Just click download and choose the PDF – Print option. Want to share it with others? Sharing is super easy too. Just click on the Share button, choose whether to email your design or simply message a direct link. Or maybe you’d like to share your wonderful ideas and design to your followers? The Share button also allows you to post a design directly to your Facebook or Twitter account.
Google Sheets beat Microsoft to the punch and introduced a Checkbox as one of the Data Validation options. You can go to Insert > Checkbox to quickly create one, and you can customize it by going to Data > Data Validation. I've updated most of the Google Sheets versions of my checklists to use that feature. I hope Excel gets smart and introduces a similar feature some day.

Before jumping in, we need to be on the same page concerning lead generation. You and I both know that a lead is a contact whose business has the potential to become your customer. Since contact information is the currency for lead generation, you should ask yourself repeatedly; “Is my offer valuable enough that people are going to pay for it with their information?”


Canva’s online maker helps you build a readable and reliable checklist. Whether it’s a short one with a few items or a long one that’s completely categorized and alphabetized, you will be able to create one within minutes. Open a design and choose from any of the beautiful, professionally made templates to start from, then get to editing. With a few drags, drops, and clicks,  you’ll have a well-arranged and meticulous checklist in no time.
A pay-per-click campaign It gets expensive to buy sponsored links from the Google’s Adwords or Yahoo’sSearch Marketing services. But your competitors are undoubtedly doing it. So if you’re not, it’s unlikely you’ll be competitive (unless you have a very compelling product or price). As online competition has increased, a PPC campaign has become essential.
One of the least understood and used methods is progressive profiling. Rather than sending potential customers to a static form, ask them relevant questions. For example, if you know their name and email already, now you can ask a leading question to see if they are interested in products or enquiring about a demo, this way, you are asking questions specifically about their timeframe to purchase and understanding their intent. If you’re struggling to generate leads, and are looking for lead generation strategies, you should use progressive profiling. It is very effective, because it helps shorten the forms, and improves landing page conversions for the business. It helps save time for the clients, and that is valuable to them, which is where you will score big on lead generation. Kissmetrics has a great intro into this.

Using qualification, you can reduce the length of the sales cycle. This is because when you qualify leads based on these questions, you have a complete know-how about the lead and his inclination towards your product. Through qualification you can filter cold leads easily and shorten your sales process by completely removing cold calling from the equation.

Apart from converting customers, there are other ways to monetize a website. If you have done a good job of persistently creating engaging, highly relevant, SEO enhanced content then it is likely your site will begin appearing on the first page of the search engine results. When this starts happening, advertisers sit up and take note. You might find offers to advertise on certain high ranking pages start trickling and then flooding in.
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