Sales Checklist

This checklist is a strategic document specially designed to streamline sales operations and enhance customer satisfaction through efficient processing of sales orders. Developed by Horizon Hive Holdings, it employs a comprehensive approach, emphasizing two significant pillars of Sales; Target Market and Advertising. The purpose of this checklist is two-fold, we aim to:

1. Minimize errors and omission in the Sales process.

2. Establish a systematized approach to reviewing sales orders

3. Improve customer satisfaction and overall sales performance.

Sales Preparation

• Identify Target Market

• Research Possible Leads

• Evaluate Products/Services

• Prepare Key Sales Messages

• Plan Sales Potential

Sales Approach

• Target Potential Clients

• Create Advertising Strategy

• Pitch Products/Services

• Perform Sales Meetings

• Follow up With Potential Leads

Sales Closing

• Review Sales Contracts

• Close Sales Deal

• Ensure Contract Fulfillment

• Enter Sales Order Information

• Generate Sales Receipt

Post-sales Services

• Prepare Product/Service delivery

• Perform Follow-ups

• Request for Customer Feedback

• Analyse and Record achieved sales data

• Update Customer Profiles

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