Sales Collateral Distribution Checklist
Sales Collateral Distribution Checklist
Please mark check on the corresponding box once you have completed a task.
Inventory Assessment:
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Conduct a review of all existing sales collateral materials.
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Identify gaps in the collateral portfolio that need to be addressed.
Collateral Update and Creation:
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Clearly define the target audience for each piece of sales collateral.
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Update existing collateral to reflect any changes in our branding standards.
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Develop new collateral to fill identified gaps.
Digital Asset Management (DAM) System Utilization:
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Upload updated and new collateral to our Digital Asset Management System,.
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Ensure that the DAM system is accessible to all relevant team members.
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Communicate the availability of new and updated sales collateral to the team.
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Provide training on how to effectively use the collateral in sales conversations.
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Implement a system for tracking the usage of each piece of sales collateral.
Performance Monitoring and Reporting:
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Regularly review performance data to identify opportunities for optimization.
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Conduct regular audits of all sales collateral.
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Update any collateral as needed to maintain compliance and brand alignment.
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Incorporate insights gained from performance monitoring and feedback.
Note: Adherence to these steps will support our sales team in engaging potential clients and closing sales with the most up-to-date and impactful materials available.
