Sales Training Checklist Printable

---

[Your Name]

[Your Company Name]

Pre-Training Preparation

• Define Training Objectives:

• Increase closing rates by 15% over the next quarter.

• Enhance product knowledge to reduce customer objections by 25%.

• Improve team confidence in using the CRM system.

• Prepare Training Materials:

• Create a PowerPoint presentation on "Effective Sales Strategies."

• Develop a handout summarizing product features, benefits, and competitive advantages.

• Prepare case studies of successful sales campaigns (e.g., “Case Study: How XYZ Corp Increased Sales by 30%”).

• Create worksheets for role-playing scenarios.

• Set Up Training Environment:

• Arrange chairs in a circle for better interaction.

• Test the projector and laptop to display the presentation.

• Set up a whiteboard for group discussions and notes.

• Prepare coffee, water, and snacks for breaks.

• Confirm Participant Attendance:

• Send calendar invites with a reminder one week before.

• Collect RSVPs through a Google Form.

---

Training Content

1. Introduction to Sales

   • Overview of the sales process: prospecting, qualifying, presenting, closing, and follow-up.

   • Discuss the importance of sales in achieving a $2 million annual revenue target.

   • Introduce company mission and values: “Customer-Centric Approach.”

2. Product Knowledge

• Detailed breakdown of our top three products:

• Product A: Features, benefits, and target demographics.

• Product B: Unique selling propositions and customer testimonials.

• Product C: Price comparisons and ROI for clients.

1. Sales Techniques

• Prospecting Strategies:

• Identify target markets: Small to mid-sized businesses in technology and retail sectors.

• Discuss methods for lead generation, including LinkedIn outreach and networking events (e.g., local Chamber of Commerce meetings).

• Building Rapport:

• Role-play scenarios to practice effective communication and relationship-building techniques (e.g., “How to Introduce Yourself to a Prospect”).

• Active listening exercises: Pair up and practice summarizing what the other person says.

• Sales Presentation Skills:

• Structure of a compelling sales pitch: Opening, problem identification, solution presentation, and call to action.

• Practice engaging storytelling techniques: Use a case study to illustrate a successful client story.

• Closing Techniques:

• Review various closing strategies:

  • Assumptive Close: “When would you like to get started?”

  • Urgency Close: “This promotion ends Friday; can we secure your order today?”

• Customer Relationship Management (CRM)

• Overview of SalesForce: Importance of CRM in tracking leads and sales.

• Best practices for inputting and tracking customer data: Record all customer interactions, set reminders for follow-ups.

---

Post-Training Activities

• Schedule Follow-Up Sessions:

• Plan monthly check-in meetings to assess progress.

• Assign mentors within the team for ongoing support.

• Distribute Training Feedback Forms:

• Use Google Forms to collect feedback on the training session.

• Analyze feedback to assess effectiveness: Aim for at least 80% satisfaction rate.

• Evaluate Training Effectiveness:

• Monitor closing rates and customer feedback over the next three months.

• Set individual and team goals based on feedback and performance metrics.

• Create Action Plans:

• Encourage participants to outline three actionable steps to apply learned skills.

• Schedule one-on-one sessions with each team member to discuss personal goals.

Checklist Templates @ Template.net