Blank Weekly Sales Checklist Template
Share
Blank Weekly Sales Checklist
Week of: _______________
Sales Representative Name:
Company Name: [Your Company Name]
1. Sales Goals and Targets
Weekly Sales Target: _______________
Number of Leads to Contact: _______________
Number of Meetings to Schedule: _______________
Number of Sales Calls to Make: _______________
2. Sales Activities
Calls
Task | Completed | Notes |
|---|---|---|
Call potential leads | ||
Follow up on previous calls | ||
Cold calls (if applicable) | ||
Call clients for feedback | ||
Other calls: _______________ |
Meetings
Task | Completed | Notes |
|---|---|---|
Schedule client meetings | ||
Conduct product demonstrations | ||
Follow-up meetings | ||
Other meetings: _______________ |
Emails
Task | Completed | Notes |
|---|---|---|
Send introductory emails | ||
Follow up on proposal emails | ||
Confirm meeting schedules | ||
Other emails: _______________ |
3. Client/Lead Follow-up
Task | Completed | Notes |
|---|---|---|
Check-in with previous clients | ||
Follow up on ongoing negotiations | ||
Send thank you notes to clients | ||
Update client records | ||
Other follow-ups: _______________ |
4. Administrative Tasks
Task | Completed | Notes |
|---|---|---|
Update CRM with new lead information | ||
Organize sales documentation | ||
Review sales reports for the week | ||
Other tasks: _______________ |
5. Key Insights and Reflections
Reflection Topic | Details |
|---|---|
What went well this week? | |
Challenges faced | |
Areas for improvement |
Notes: _____________________________________________________
Templates
Checklist
Templates
