SALES PROCESS COMPLIANCE CHECKLIST

Date: [Month Day, Year]

Sales Representative: [Employee Name]

Supervisor/Manager: [Employee Name]

Instructions: This checklist is designed to ensure that sales representatives follow the established sales process consistently. Please mark "Yes" or "No" for each item.

CRITERIA	DESCRIPTION	RESPONSE
Lead Qualification	The lead's information is accurately recorded in the CRM.	YES
Needs Assessment	Research has been conducted to understand the prospect's business.
Product Presentation	A comprehensive needs assessment has been conducted with the prospect.
Objection Handling	Common objections have been addressed effectively.
Closing	A closing approach has been used to secure commitment or agreement.
Follow Up	A follow-up plan has been established with the prospect.
Documentation	Sales activities, interactions, and outcomes have been accurately documented in the CRM.
Customer Satisfaction	Post-sale satisfaction has been verified with the customer
Compliance	All sales activities comply with company policies and legal requirements.