Free Skills Development Sales Checklist Template
Skills Development Sales Checklist
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Prepared by: |
[Your Name] |
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Company Name: |
[Your Company Name] |
Client Needs Assessment
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Action Steps |
Done |
|---|---|
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Meet with the client to understand their objectives and skill gaps |
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Define desired outcomes and timeline for the training |
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Program Customization
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Action Steps |
Done |
|---|---|
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Select or tailor training programs to suit client needs |
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Develop a clear training plan with goals and timelines |
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Proposal & Quotation
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Action Steps |
Done |
|---|---|
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Prepare and present a proposal with costs, terms, and benefits |
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Address client questions and secure feedback |
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Sales Presentation
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Action Steps |
Done |
|---|---|
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Deliver a compelling presentation highlighting the program’s value |
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Share case studies and address concerns to build trust |
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Closing the Sale
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Action Steps |
Done |
|---|---|
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Finalize the agreement and confirm all details |
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Set expectations for delivery and payment |
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Post-Sales Follow-up
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Action Steps |
Done |
|---|---|
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Check-in with the client during and after training |
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Gather feedback and explore future training opportunities |
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Ongoing Client Management
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Action Steps |
Done |
|---|---|
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Keep in touch to offer ongoing support and new services |
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Build long-term relationships for repeat business |
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