Free Manufacturing Sales Checklist Template
Manufacturing Sales Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
1. Initial Customer Contact
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Gather customer details (Name, Address, Contact Info, etc.)
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Understand customer’s needs and product specifications
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Confirm if the customer is a new or returning client
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Set up a meeting or call to discuss requirements
2. Product Information & Quote
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Review product catalog or relevant offerings
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Prepare product options based on customer requirements
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Provide a detailed quote, including unit price, total cost, and any discounts
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Include delivery costs, terms, and payment options
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Ensure lead time and production time estimates are accurate
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Send a quote to the customer and confirm the receipt
3. Order Confirmation
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Confirm product specifications, quantity, and any special requirements
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Review payment terms and conditions with the customer
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Confirm shipping and delivery preferences
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Review return, warranty, and service policies
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Generate and send order confirmation to the customer
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Verify order with relevant departments (Production, Logistics, etc.)
4. Production & Quality Control
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Notify the production team to begin manufacturing
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Ensure production timelines are clear and aligned with customer expectations
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Conduct quality checks to ensure the product meets customer specifications
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Inspect products for defects before shipment
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Confirm packaging and labeling requirements
5. Shipping & Delivery
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Coordinate with logistics for timely delivery
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Confirm delivery address and schedule
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Include required documentation (invoice, packing list, etc.) with the shipment.
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Track shipment and provide the customer with updates
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Verify receipt of delivery with the customer
6. Post-Sales Support
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Provide after-sales support instructions (installation, maintenance, etc.)
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Follow up with the customer to ensure satisfaction with the product
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Address any issues or concerns raised by the customer
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Document any feedback for future product improvement or process changes
7. Final Review
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Ensure all payment terms have been met
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Confirm that all required paperwork has been completed
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Update the CRM system with customer and order details
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Schedule any future check-ins or follow-up meetings
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Close the sales process and archive relevant documentation
