Sales Professional Training Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
1. Introduction to Company & Sales Team
Task | Status |
|---|
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 | |
Competitor product analysis | |
Handling common product/service objections | |
3. Sales Process
Task | Status |
|---|
Explanation of the sales cycle (lead generation, prospecting, closing) | |
Training on the CRM (Customer Relationship Management) system | |
Managing and tracking sales leads | |
Step-by-step guide to handling different sales stages | |
Best practices for cold calling and lead qualification | |
Role-playing different sales scenarios | |
4. Communication & Negotiation Skills
Task | Status |
|---|
Effective verbal and non-verbal communication techniques | |
Active listening skills | |
Building rapport with clients and prospects | |
Techniques for handling objections and resistance | |
Closing strategies and negotiation tactics | |
5. Customer Relationship Management (CRM)
Task | Status |
|---|
Overview of CRM tools and their use | |
Inputting and updating customer information | |
Tracking sales activities and opportunities | |
Reporting and analyzing sales data within the CRM system | |
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 | |
Managing customer interactions and pipeline | |
Setting daily, weekly, and monthly targets | |
8. Performance Metrics and Expectations
Task | Status |
|---|
Understanding key performance metrics (KPIs) | |
Setting sales targets and goals | |
Tracking progress against targets | |
Review of commission structures and incentives | |
Regular performance reviews and feedback | |
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 | |
Checklist Templates @ Template.net
