Free Blank Weekly Sales Checklist Template
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: _____________________________________________________
