Sales Final Deal Closing Checklist
Sales Final Deal Closing Checklist
Please check the corresponding box once you have completed the task.
Pre-Closing Preparation
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Ensure the proposed solution aligns with the client's requirements.
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Confirm that all pricing, discounts, and terms have been agreed upon.
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Obtain all necessary internal approvals from all involved departments.
Documentation and Contracts
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Prepare a detailed sales agreement and payment terms.
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Have the sales agreement reviewed by the legal department.
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Provide the client with the sales agreement for review.
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Address any concerns and negotiate any changes that may be required.
Final Approval and Signatures
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Secure the client's final agreement and signature on the sales contract.
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Ensure the representative from [Your Company Name] signs the agreement.
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Store the signed agreement in a secure and accessible location.
Post-Sale Process
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Initiate the order processing procedure to fulfill the sale as per agreed.
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Prepare and send the initial invoice according to the payment terms.
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Begin the customer onboarding process.
Follow-Up and Relationship Maintenance
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Send a formal thank you note or email to the client.
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Establish a follow-up schedule to address any post-sale questions.
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Solicit feedback from the client regarding their purchasing experience.
By adhering to this checklist, [Your Company Name] ensures that each sales deal is closed with the highest level of professionalism and attention to detail, laying the foundation for successful delivery and customer satisfaction.
