Free Sales Process Compliance Checklist Template
SALES PROCESS COMPLIANCE CHECKLIST
Date: [Month Day, Year]
Sales Representative: [Employee Name]
Supervisor/Manager: [Employee Name]
Instructions: This checklist is designed to ensure that sales representatives follow the established sales process consistently. Please mark "Yes" or "No" for each item.
|
CRITERIA |
DESCRIPTION |
RESPONSE |
|
Lead Qualification |
The lead's information is accurately recorded in the CRM. |
YES |
|
Needs Assessment |
Research has been conducted to understand the prospect's business. |
|
|
Product Presentation |
A comprehensive needs assessment has been conducted with the prospect. |
|
|
Objection Handling |
Common objections have been addressed effectively. |
|
|
Closing |
A closing approach has been used to secure commitment or agreement. |
|
|
Follow Up |
A follow-up plan has been established with the prospect. |
|
|
Documentation |
Sales activities, interactions, and outcomes have been accurately documented in the CRM. |
|
|
Customer Satisfaction |
Post-sale satisfaction has been verified with the customer |
|
|
Compliance |
All sales activities comply with company policies and legal requirements. |
Sales Representative's Signature:
[Month Day, Year]
Supervisor/Manager's Signature:
[Month Day, Year]
Note: The signatures indicate acknowledgement of the checklist results. Any "No" responses should be further reviewed and addressed as necessary.
