Sales Checkup


We go through this checklist when meeting with clients about their sales and marketing efforts. Feel free to go through this checklist to see which areas of your business may need attention.

a)      Customer Experience

i)       Company branding and Market presence

ii)     Company logo

iii)   Overall Appearance of areas where clients will interface with you

b)     Call, Email, and Internet response

i)       Initial greeting

ii)     Response time to get their question(s) answered

iii)   Automation of responses where appropriate

c)      Internet phone listing

i)       Retrievable by  company name and city

ii)     Retrievable by product/service and city

d)     Industry/Trade Presence

i)       Article Writing

ii)     White Papers

iii)   Newsworthy Presence

e)      Website Presence

i)       Searchability

ii)     Navigation

iii)   Look and Feel

iv)   Conversion

f)       Social Media Presence

i)       Using 1 or 2 of the best for your target audience

ii)     Quality of presence

iii)   Conversion probability

g)      Sales Process

i)       Documentation

ii)     Easy to duplicate consistently

iii)   Driven toward the company’s sales goals and culture

iv)   Integrated with marketing efforts

v)     Finding and using a CRM/Sales Contact Database

vi)   Sales Promotion

vii) Review Process of what is working and what is not

viii)           Monitoring of Sales Results

h)     Recruitment of Sales personnel

i)       Initial and Ongoing Sales Training to both Sales and Non-sales Personnel

ii)     Internal or outsource decision

iii)   Incentives and Contests

iv)   Short-term and Long-term Recognition

Click Sales Coach Checkup to download the pdf version of the checklist.

a) Customer Experience

i) Company branding and Market presence

ii) Company logo

iii) Overall Appearance of areas where clients will interface with you

b) Call, Email, and Internet response

i) Initial greeting

ii) Response time to get their question(s) answered

iii) Automation of responses where appropriate

c) Internet phone listing

i) Retrievable by company name and city

ii) Retrievable by product/service and city

d) Industry/Trade Presence

i) Article Writing

ii) White Papers

iii) Newsworthy Presence

e) Website Presence

i) Searchability

ii) Navigation

iii) Look and Feel

iv) Conversion

f) Social Media Presence

i) Using 1 or 2 of the best for your target audience

ii) Quality of presence

iii) Conversion probability

g) Sales Process

i) Documentation

ii) Easy to duplicate consistently

iii) Driven toward the company’s sales goals and culture

iv) Integrated with marketing efforts

v) Finding and using a CRM/Sales Contact Database

vi) Sales Promotion

vii) Review Process of what is working and what is not

viii) Monitoring of Sales Results

h) Recruitment of Sales personnel

i) Initial and Ongoing Sales Training to both Sales and Non-sales Personnel

ii) Internal or outsource decision

iii) Incentives and Contests

iv) Short-term and Long-term Recognition

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