Sales Closing Checklist
This comprehensive checklist delineates crucial steps to ensure effective and successful sales closures. Follow each section systematically to maximize your profits and secure customer loyalty.
Closing Preparation
| Review the entire sales process and customer journey. |
| Ensure that all necessary documents and contracts are prepared. |
| Confirm that all client questions or objections have been addressed. |
| Verify that the customer's needs and expectations have been thoroughly understood. |
Document Verification
| Review and confirm the accuracy of the contract or agreement. |
| Check that all terms and conditions have been clearly stated. |
| Ensure that pricing, payment terms, and any discounts are accurate. |
| Verify that the contract includes all necessary legal clauses and disclosures. |
Customer Confirmation
| Contact the customer to confirm their understanding and acceptance of the deal. |
| Ensure the customer is aware of the next steps and what to expect. |
| Answer any final questions or concerns the customer may have. |
| Confirm the customer's agreement and readiness to proceed. |
Internal Review
| Consult with the sales manager or team lead for a final review. |
| Ensure that all team members are aligned on the deal's status. |
| Address any outstanding internal matters or approvals. |
| Verify that all internal processes have been followed. |
Closing Call or Meeting
| Schedule and conduct a closing call or meeting with the customer. |
| Present the final proposal or contract. |
| Review key terms and answer any final questions. |
| Obtain the customer's verbal or written agreement to proceed. |
Follow-up and Documentation
| Send the final contract or agreement to the customer for their signature. |
| Document the customer's agreement and any notes from the closing meeting. |
| Share the deal's status with the sales team or relevant stakeholders. |
| Set a reminder for follow-up actions and next steps. |
Confirmation and Celebration
| Confirm the deal's closure and successful completion. |
| Celebrate the successful closing with the sales team. |
| Send a thank-you note or message to the customer. |
| Update the CRM and sales records with the deal's status. |
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