FREE 10+ Sales Checklist Samples in MS Word | Google Docs | PDF

A salesperson‘s main responsibility is to get as many customers as possible. To do this, they have to communicate with prospective customers. They ask an open-ended question to prospects so they can gain insights on how their product or service could be a solution to their problem compared to other products or services available in the market and return improve the sales of the business. A good salesperson listens carefully to whatever a customer says that will help them create good strategies for their sales process. However, a sales process is a long and complex one and sometimes the salesperson may forget some tasks vital to the process and in consequence, could disrupt the whole process. That’s why they need a checklist to guide them on doing the proper tasks for the sales process. This article will guide you on how to make a sales checklist.

 

10+ Sales Checklist Samples

1. Checklist Sale of a Business Template

2. Free Checklist Sales Representative Evaluation

3. Drive Sales Checklist

4. Sales to Customer Success Handoff Checklist

5. Internal Sales Approval and Implementation Checklist

6. Sales Readiness Checklist

7. Sales Appointment Checklist

8. Seasonal Sales Checklist

9. Large Group New Business Sales Checklist

10. Sales Budget Planning Checklist

11. Sales Tax Administration Checklist

What is a Sales Process?

A sales process is one of the processes that a salesperson follows repeatedly to lead a prospective customer from the awareness stage of introducing them to the product or service and the business to closing the sale with the customer. This process is important to the growth and consistent revenue generation of your business. It also helps your business to improve its operations.

How to Make a Sales Checklist

Your sales checklist will vary depending on the nature of the products or services you sell to a particular prospect. However, the list below is an example of the details that you can include in your sales checklist.

1. Prospecting for Leads

1. Check lead list in your database to review for any duplicates
2. The lead should fit your prospect requirement

2. Setting Appointment with Leads

1. Make initial contact with lead
2. Prequalification with the lead must be completed
3. Schedule appointment
4. Research prospect to determine their needs

3. Present to Prospect

1. Complete the final qualification if the prospect is a high opportunity
2. Assess the needs of the prospect
3. Identify the purchasing process and requirements
4. If needed, schedule a second meeting

4. Closing the Sale

1. Address the prospect’s objections and questions
2. Select the appropriate product and service type for the prospect
3. Sign the contract with the customer
4. Ask the customer for permission to use them as a reference or testimonial
5. Ask the customer for referrals

5. Post Closing Sale

1. Report sales to manager
2. Process the customer’s order
3. Send a thank-you note to the customer
4. Follow up with the customer to confirm their satisfaction
5. Resolve questions or problems from the customer

FAQs

What are the eight steps of selling?

The eight steps of selling are:

1.  Prospecting leads
2. Connecting with leads
3. Qualifying the leads as potential customers
4. Demonstrating the value of the product or service they’re offering
5. Addressing objections from customers
6. Closing the deal with customers
7. Onboarding customers
8. Following up

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When you run your sales process, always ensure you base your reference on data. Try to minimize variation in sales coaching and execution, minimize defects and lost sales, and increase the closing rate and sales revenue. If you can, optimize your previous sales training investments for all your salespeople to have more time to pursue new sales opportunities.  To help you get started making the checklist, download our free sample templates above to use as your guide!