The Rundown In Sales: What Is It and How Can You Use It

If you’re in sales, you know that “the rundown” gets thrown around. But what is a running down in sales? And how can you use it to close more deals? Keep reading to find out.

What Is A Rundown In Sales? 

In short, a rundown is simply a way of organizing all your information about a particular lead or client. This can include anything from basic contact information to notes about previous interactions. 

The goal of creating a rundown is to have a one-stop shop for everything you need to know about a lead or client. This way, you can easily reference any information you need without searching through piles of paperwork or digging through old emails. 

A well-organized rundown can also help you track where a particular lead or client is in your sales funnel. This way, you can quickly see which leads are ready to be contacted and which ones need more nurturing. 

Finally, having a rundown for your leads and clients can help you stay organized and prepared for calls and meetings. You are no more scrambling to find the correct information at the last minute! 

As you can see, there are many reasons why every salesperson should have a rundown for their leads and clients. It makes finding the information you need easier and helps you keep track of where each lead is in your sales funnel. So start creating your own sales rundowns today and see how they help you close more deals!

History Of Rundown In Sales

The term “rundown” first entered the sales world in the early 1900s with door-to-door salespeople. The salesperson would go door-to-door to promote their products, often carrying a briefcase filled with various items for sale. As they went from house to house, they would keep track of what they offered at each stop by creating a “rundown” or list of the products they had shown and sold.

Today, the term “rundown” still refers to a list or summary, but it is often used in sales presentations and pitches. During these meetings, the salesperson presents various products or services to the potential customer, keeping track of what they have presented in a rundown.

How To Create A Rundown In Sales

There are no set rules for creating a sales rundown, as it will vary depending on the products or services offered and the potential customer’s needs. However, some guidelines can help make your Rundown more effective.

First, make sure to list the products or services being offered. Include any key features or benefits that may interest the customer.

Next, prioritize the items in your Rundown based on what you think will be most appealing to the customer. This can help guide the flow of your presentation and make it easier for the customer to make a decision.

Finally, include any special offers or discounts that may be available for the products or services in your Rundown. This can help incentivize the customer to make a purchase.

Benefits Of Rundown In Sales

  • Having a sales rundown can significantly improve your sales process.
  • It lets you stay organized and easily reference critical information about potential customers.
  • It also helps guide the flow of your presentation and highlight any special offers that may be appealing to customers.

Creating and using a sales rundown can help increase your success in closing deals and reaching your sales goals. So start creating yours today!

Why Use A Rundown In Sales

A sales rundown serves several purposes. It not only helps keep track of the products and services being offered during a presentation, but it can also serve as a visual aid for the customer. A written or printed Rundown can make it easier for the customer to remember and consider the presented options.

Creating a sales rundown can help keep you on track during your presentation and ensure that you cover all of the key points and offers.

In conclusion, a sales rundown is a helpful tool for keeping track of the products and services being presented to a potential customer. By creating a well-organized and prioritized rundown, you can effectively guide your sales presentation and increase the likelihood of closing a deal.

How Can Rundown In Sales Help You Close More Deals?

  • A rundown for your leads and clients lets you stay organized and prepared for calls and meetings, helping you close deals more efficiently.
  • It also helps track where each lead is in the sales funnel, better understanding which leads are ready to be contacted and which ones need more nurturing.
  • Overall, having a well-organized rundown can give you the information and insight needed to close more deals. So start creating your rundowns today and see how it improves your sales success!

How To Setup Rundown For Your Sales Team?

  • First, you’ll want to decide which information should be included in the Rundown. This can vary depending on your industry and specific sales process. Still, some everyday items are basic contact information, notes about previous interactions, current status in the sales funnel, and any relevant research or resources.
  • Next, choose a system for organizing your rundowns. This can be a physical folder or binder, an Excel spreadsheet, CRM software, or any other method that works for your team.
  • Then, create rundowns for your leads and clients and update them regularly with new information.
  • You may also want to establish a system for sharing rundowns within your team, so everyone is on the same page and can easily access any necessary information.

By setting up a rundown system for your sales team, you can stay organized and prepared, ultimately leading to more successful closes. Start implementing this strategy today and watch your sales success improve.

Best CRM Softwares For Establishing Rundown For Your Sales Team

Some popular CRM software options for setting up a sales team rundown include Salesforce, HubSpot, and Zoho. These systems allow you to easily track and organize information about your leads and clients, making it simpler to reference the essential details during calls and meetings. So consider utilizing one CRM software to improve your sales team’s organization and success.


Salesforce is one of the best tools for Rundown. It allows you to track leads, create tasks and appointments, set up sales pipelines, and collaborate with your team.


HubSpot is another popular option for organizing a sales team’s Rundown. It offers contact management, email tracking, task management, and reporting.


Zoho offers practical CRM tools for creating and maintaining a sales team rundown. It includes lead management, sales forecasting, and customizable dashboards.

No matter which CRM software you choose, take advantage of its capabilities to streamline your sales team’s organization and success.


In summary, a sales rundown can improve organization and preparedness, ultimately leading to more successful closes. Decide which information to include in the Rundown, choose a system for organizing it, and update it regularly. Utilize CRM software to streamline this process. Start implementing a sales team rundown today and watch your success improve.

We hope this article has helped you understand the benefits and importance of a sales team rundown. Happy selling!

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