The document summarizes the key steps in the sales process: 1) The selling process begins with identifying potential customers and qualifying them to determine if they are valid prospects. Common sources of prospects include present, former and referral customers, as well as cold calling, directories, and trade shows. 2) Once potential customers are identified, sales representatives must qualify them by determining if they have a need, are willing to buy, and are ready to buy now. 3) Preparing for a sales call involves gathering information on the prospect's needs through the gatekeeper, developing a call plan with objectives and strategy, and setting an appointment.