Last updated: 2026-03-14

Hybrid Selling Checklist

By Maria Edelson — The Global Sales Training Authority | 35 years as a Procter & Gamble Sales Executive | Trained 14,000 sales people in 86 countries | Follow me to learn how to close more, bigger deals faster (and more profitably)

A practical, ready-to-apply checklist that helps sales teams diagnose why hybrid selling stalls and unlock higher win rates by translating insights into concrete, action-ready steps across in-person and digital interactions.

Published: 2026-03-14

Primary Outcome

Increase win rate by diagnosing and fixing gaps in hybrid selling across in-person and digital touchpoints.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

Maria Edelson — The Global Sales Training Authority | 35 years as a Procter & Gamble Sales Executive | Trained 14,000 sales people in 86 countries | Follow me to learn how to close more, bigger deals faster (and more profitably)

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FAQ

What is "Hybrid Selling Checklist"?

A practical, ready-to-apply checklist that helps sales teams diagnose why hybrid selling stalls and unlock higher win rates by translating insights into concrete, action-ready steps across in-person and digital interactions.

Who created this playbook?

Created by Maria Edelson, The Global Sales Training Authority | 35 years as a Procter & Gamble Sales Executive | Trained 14,000 sales people in 86 countries | Follow me to learn how to close more, bigger deals faster (and more profitably).

Who is this playbook for?

Sales managers at B2B SaaS teams seeking to improve hybrid selling effectiveness, Field sales leads needing a practical diagnostic to align in-person and digital outreach, Sales enablement professionals seeking a quick, actionable framework to boost close rates

What are the prerequisites?

Basic understanding of sales processes. Access to CRM tools. 1–2 hours per week.

What's included?

diagnose blockers that slow hybrid closes. align in-person and digital touchpoints for consistent engagement. provide actionable steps to accelerate deal closure

How much does it cost?

$0.35.

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