Sales Team Leader Checklist

Prepared by: [Your Name]

Company: [Your Company Name]

Date: May 9, 2050

I. Daily/Weekly/Monthly Goals

A. Daily Goals

• Set daily sales targets for each team member

• Review team goals to ensure alignment with overall sales objectives

• Adjust daily tasks based on the previous day's performance

B. Weekly Goals

• Set and review weekly targets for individual team members and the team as a whole.

• Conduct a weekly strategy session to address any challenges

• Track progress on weekly quotas and identify any support needed

C. Monthly Goals

• Establish monthly sales quotas for each team member and the team

• Review monthly progress on sales targets, and identify key areas for improvement

• Assess overall team performance and discuss upcoming goals for the next month

II. Team Monitoring Tasks

A. Daily Monitoring

• Check each team member’s activity level and daily achievements

• Track progress toward daily goals and address any immediate challenges

• Hold quick one-on-one check-ins to discuss the day’s objectives

B. Weekly Monitoring

• Review weekly KPIs (Key Performance Indicators) for each team member

• Analyze individual and team performance, looking for trends or patterns

• Discuss weekly performance metrics during team meetings and provide guidance

C. Monthly Monitoring

• Perform a comprehensive review of team performance, comparing month-over-month results.

• Identify high performers and those who may need additional support

• Set improvement goals based on monthly monitoring data

III. Training and Development

A. Skill Development

• Identify skill gaps or areas for improvement within the team

• Organize regular skill-building sessions or workshops based on team needs

• Schedule time for team members to complete any assigned training programs

B. Coaching and Mentorship

• Set up mentorship opportunities within the team for skill-sharing

• Schedule regular coaching sessions to address challenges and improve performance

• Encourage ongoing learning through online courses, webinars, or industry events

C. Performance Improvement Plans

• Develop individualized improvement plans for team members struggling with targets.

• Review improvement progress regularly and adjust plans as necessary

• Set milestones for each plan and evaluate effectiveness

IV. Administrative Tasks

A. Record-Keeping

• Update CRM and other sales tools with current data on team activities

• Ensure all client communications and deals are documented accurately

• Review and approve sales records to maintain data accuracy

B. Reporting

• Complete daily, weekly, and monthly reports on team performance

• Prepare sales reports for senior management, highlighting key achievements and issues

• Review and analyze reports to identify any discrepancies or areas needing attention

C. Compliance

• Ensure team adherence to company policies, guidelines, and sales procedures.

• Address any compliance issues as they arise, documenting resolutions

• Update the team on any new policies or regulatory changes

V. Feedback and Evaluation

A. Performance Reviews

• Conduct regular performance reviews with each team member

• Provide constructive feedback, discussing strengths and areas for improvement

• Set new goals and expectations based on review outcomes

B. Recognition

• Recognize high performers publicly in team meetings or company communications.

• Implement rewards for achieving or exceeding goals

• Encourage a positive team culture through regular acknowledgment of achievements

C. Improvement Plans

• Work with underperforming team members to create tailored improvement plans.

• Schedule follow-up evaluations to monitor progress on improvement objectives

• Provide ongoing support and guidance to help team members meet their goals.

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