Free Sales Checklist Form Template
Sales Checklist Form
Please fill out this form to ensure that all necessary steps are taken in the sales process.
Client Information
Name
Company Name
Phone number
Sales Process Checklist
|
Step |
Completed (✓) |
|---|---|
|
Initial Contact Made |
|
|
Product/Service Information Sent |
|
|
Quote/Proposal Provided |
|
|
Follow-up Contact Made |
|
|
Contract Signed |
|
|
Payment Received |
|
|
Delivery/Service Completed |
|
|
Customer Satisfaction Confirmed |
|
|
After-Sales Follow-up Done |
|
Additional Notes
Signature
Name:
Date:
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