Free Sales Professional Training Checklist Template
Sales Professional Training Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
1. Introduction to Company & Sales Team
|
Task |
Status |
|---|---|
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Overview of company history, mission, and values |
|
|
Introduction to company products and services |
|
|
Meet the sales team and key department members |
|
|
Overview of sales goals and KPIs (Key Performance Indicators) |
|
2. Product Knowledge
|
Task |
Status |
|---|---|
|
In-depth training on product/service features and benefits |
|
|
Understanding of product variations and options |
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Competitor product analysis |
|
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Handling common product/service objections |
|
3. Sales Process
|
Task |
Status |
|---|---|
|
Explanation of the sales cycle (lead generation, prospecting, closing) |
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|
Training on the CRM (Customer Relationship Management) system |
|
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Managing and tracking sales leads |
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Step-by-step guide to handling different sales stages |
|
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Best practices for cold calling and lead qualification |
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Role-playing different sales scenarios |
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4. Communication & Negotiation Skills
|
Task |
Status |
|---|---|
|
Effective verbal and non-verbal communication techniques |
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Active listening skills |
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Building rapport with clients and prospects |
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Techniques for handling objections and resistance |
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Closing strategies and negotiation tactics |
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5. Customer Relationship Management (CRM)
|
Task |
Status |
|---|---|
|
Overview of CRM tools and their use |
|
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Inputting and updating customer information |
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Tracking sales activities and opportunities |
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Reporting and analyzing sales data within the CRM system |
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6. Sales Tools and Technologies
|
Task |
Status |
|---|---|
|
Introduction to sales automation tools |
|
|
Training on sales scripts, email templates, and other resources |
|
|
Understanding social selling techniques (LinkedIn, Twitter, etc.) |
|
|
Using digital presentation tools effectively |
|
7. Time Management and Organization
|
Task |
Status |
|---|---|
|
Prioritizing sales activities and setting goals |
|
|
Effective scheduling and follow-up routines |
|
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Managing customer interactions and pipeline |
|
|
Setting daily, weekly, and monthly targets |
|
8. Performance Metrics and Expectations
|
Task |
Status |
|---|---|
|
Understanding key performance metrics (KPIs) |
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|
Setting sales targets and goals |
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Tracking progress against targets |
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Review of commission structures and incentives |
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|
Regular performance reviews and feedback |
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9. Compliance and Ethical Selling
|
Task |
Status |
|---|---|
|
Overview of legal and ethical sales practices |
|
|
Understanding company policies on customer privacy and data protection |
|
|
Review of industry-specific regulations (if applicable) |
|
10. Post-Training Assessment
|
Task |
Status |
|---|---|
|
Evaluation of knowledge through quizzes or exams |
|
|
Feedback session with trainer/manager |
|
|
Self-assessment of skills and areas for improvement |
|
|
Ongoing development plan and additional resources for further training |
|
Completion Checklist
|
Task |
Status |
|---|---|
|
Completed all training modules |
|
|
Participated in role-playing exercises |
|
|
Demonstrated understanding of sales tools and CRM system |
|
|
Received feedback from trainer/manager |
|
|
Set personal development goals for ongoing learning |
|
