Manufacturing Sales Checklist Template
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Manufacturing Sales Checklist

Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]

1. Initial Customer Contact

  • Gather customer details (Name, Address, Contact Info, etc.)

  • Understand customer’s needs and product specifications

  • Confirm if the customer is a new or returning client

  • Set up a meeting or call to discuss requirements

2. Product Information & Quote

  • Review product catalog or relevant offerings

  • Prepare product options based on customer requirements

  • Provide a detailed quote, including unit price, total cost, and any discounts

  • Include delivery costs, terms, and payment options

  • Ensure lead time and production time estimates are accurate

  • Send a quote to the customer and confirm the receipt

3. Order Confirmation

  • Confirm product specifications, quantity, and any special requirements

  • Review payment terms and conditions with the customer

  • Confirm shipping and delivery preferences

  • Review return, warranty, and service policies

  • Generate and send order confirmation to the customer

  • Verify order with relevant departments (Production, Logistics, etc.)

4. Production & Quality Control

  • Notify the production team to begin manufacturing

  • Ensure production timelines are clear and aligned with customer expectations

  • Conduct quality checks to ensure the product meets customer specifications

  • Inspect products for defects before shipment

  • Confirm packaging and labeling requirements

5. Shipping & Delivery

  • Coordinate with logistics for timely delivery

  • Confirm delivery address and schedule

  • Include required documentation (invoice, packing list, etc.) with the shipment.

  • Track shipment and provide the customer with updates

  • Verify receipt of delivery with the customer

6. Post-Sales Support

  • Provide after-sales support instructions (installation, maintenance, etc.)

  • Follow up with the customer to ensure satisfaction with the product

  • Address any issues or concerns raised by the customer

  • Document any feedback for future product improvement or process changes

7. Final Review

  • Ensure all payment terms have been met

  • Confirm that all required paperwork has been completed

  • Update the CRM system with customer and order details

  • Schedule any future check-ins or follow-up meetings

  • Close the sales process and archive relevant documentation

Checklist Templates @ Template.net