Sales Collateral Approval Checklist

Use this checklist to streamline the approval process. Check each item accordingly and ensure all sections are completed. Once all the items in this checklist have been reviewed and the Sales Collateral is approved it is considered ready for distribution.

Content Review

• Verify that the collateral accurately represents our product offerings.

• Confirm the currency and accuracy of all product descriptions and specifications.

• Ensure that technical terms or jargon are explained for a non-technical audience.

• Check for pricing errors or discrepancies in the content.

• Validate that the content maintains consistency with our brand voice and messaging.

• Verify the proper sourcing and verification of all claims, statistics, and testimonials.

• Confirm the accurate mention of any special offers, promotions, or discounts.

• Ensure compliance with industry regulations and standards.

Design & Layout

• Evaluate the visual appeal and consistency of the design with our brand guidelines.

• Confirm that images and graphics are high quality and relevant to the content.

• Ensure clarity and readability of typography.

• Verify proper formatting of headers, subheadings, and body text.

• Check for broken links or missing references.

• Confirm the correct usage of our company's logo and branding elements.

Target Audience

• Tailor the collateral to the specific needs and pain points of our target audience.

• Address the key challenges our customers face in the content.

• Ensure that the language and tone are appropriate for the audience (e.g., B2B or B2C).

• Highlight the value proposition of our products in the collateral.

Legal & Compliance

• Include legal disclaimers and terms and conditions where necessary.

• Ensure compliance with copyright and trademark regulations.

• Align with data protection and privacy laws, including GDPR, if applicable.

• Have the collateral reviewed by our legal team for compliance.

Technical Accuracy

• Verify the accuracy and currency of all technical details about our products.

• Reflect product changes or updates in the collateral.

• Check for technical errors, inconsistencies, or inaccuracies.

• Have the collateral reviewed by our product management team for accuracy.

Approval

• Obtain approval from the Sales Manager.

• Get the sales collateral approved by the Marketing Manager.

• Next, ensure getting the sales collateral approved by the Legal Team.

• Obtain approval from the Product Management Department.

• Lastly, get the final approval from the CEO/Managing Director.

Distribution

List of channels and platforms where the collateral will be distributed:

• Company Website

• Email Marketing Campaigns

• Social Media (specify platforms)

• Sales Team (specify distribution method)

• Trade Shows (specify events)

Developed by: [Your Name] 

Created on: [Month Day, Year]

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