Sales Final Deal Closing Checklist

Please check the corresponding box once you have completed the task.

Pre-Closing Preparation

• Ensure the proposed solution aligns with the client's requirements.

• Confirm that all pricing, discounts, and terms have been agreed upon.

• Obtain all necessary internal approvals from all involved departments.

Documentation and Contracts

• Prepare a detailed sales agreement and payment terms.

• Have the sales agreement reviewed by the legal department.

• Provide the client with the sales agreement for review.

• Address any concerns and negotiate any changes that may be required.

Final Approval and Signatures

• Secure the client's final agreement and signature on the sales contract.

• Ensure the representative from [Your Company Name] signs the agreement.

• Store the signed agreement in a secure and accessible location.

Post-Sale Process

• Initiate the order processing procedure to fulfill the sale as per agreed.

• Prepare and send the initial invoice according to the payment terms.

• Begin the customer onboarding process.

Follow-Up and Relationship Maintenance

• Send a formal thank you note or email to the client.

• Establish a follow-up schedule to address any post-sale questions.

• Solicit feedback from the client regarding their purchasing experience.

By adhering to this checklist, [Your Company Name] ensures that each sales deal is closed with the highest level of professionalism and attention to detail, laying the foundation for successful delivery and customer satisfaction.

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