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