Free Sales Collateral Design Review Template

Sales Collateral Design Review

Prepared by:

Date:

Department:

[YOUR NAME]

[Date]

[Department

This document outlines the design review process for sales collateral at [Your Company Name]. The aim is to ensure that all materials are cohesive, on-brand, and effectively meet their intended purpose. It involves multiple stages of review, including initial drafts, revisions, and final approvals.

Scope:

This review process applies to all types of sales collateral including but not limited to brochures, product sheets, presentations, and digital assets such as email templates and social media graphics.

Review Criteria:

  1. Alignment with Brand Guidelines: Ensure that all elements like color schemes, fonts, and logos adhere to the company’s brand guidelines.

  2. Content Accuracy: Verify the accuracy of all data, statistics, and information presented.

  3. Design Coherence: Check for visual coherence and professional appearance.

  4. Purpose Alignment: Ensure that the design aligns with the objective of the collateral.

Procedure:

  1. Initial Draft Submission: All initial drafts should be submitted to the designated team for preliminary review.

  2. First Round of Reviews: Feedback is collected from the Marketing and Sales Departments.

  3. Revisions: Necessary revisions are made according to the feedback.

  4. Final Approval: The revised collateral is sent for final approval from the higher management.

  5. Storage and Distribution: Once approved, the collateral is stored in the designated location and distributed as per the requirements.

Stage

Responsible Team/Person

Activities

Initial Draft

Design Team

Prepare the initial design.

First Review

Marketing Team

Assess branding and messaging.

Second Review

Sales Team

Evaluate for practical utility.

Final Review

Senior Management

Final approval.

Documentation:

All review steps and changes must be documented. This includes keeping track of versions, the types of changes made, and who approved them.

Compliance and Enforcement:

Failure to adhere to this review process may result in corrective actions, up to and including retraction of the collateral and possible disciplinary measures.

Contact Information:

For further queries or clarifications regarding this design review process, please contact [Your Name] at [Your Company Email] or [Your Company Number].

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