Free Simple Sales Manager Checklist

Prepared by:

[Your Name]

Company:

[Your Company Name]

Date:

[Date]

Review the CRM dashboard

Ensure all sales data is up-to-date, and check for any new leads or pipeline progress.

Check and respond to urgent emails.

Prioritize responses to key clients, internal stakeholders, and team members.

Update sales meeting notes.

Record action items, follow-ups, and key discussion points from daily meetings.

Conduct team meetings

Organize weekly status updates with the sales team to review progress and challenges.

Analyze weekly sales performance.

Review sales reports, identify trends, and adjust strategies based on the data.

Review and adjust sales strategies.

Ensure the sales plan aligns with current market conditions and team performance.

Schedule one-on-one meetings with team members

Set regular individual sessions to review performance and provide personalized guidance.

Evaluate individual performance goals.

Compare each team member’s achievements with their set targets and provide feedback.

Facilitate team-building activities

Organize monthly activities to boost morale and encourage collaboration.

Ensure an open line of communication.

Encourage a transparent and communicative environment where team members can express challenges.

Define monthly and quarterly sales goals

Set specific, measurable targets based on the company's overall revenue goals.

Track progress against targets

Monitor team performance in real-time and adjust goals as necessary.

Recognize top performers

Highlight top salespeople during team meetings and offer incentives.

Align incentives with achieved targets.

Review commission structures and bonuses to ensure they reflect team achievements.

Maintain regular contact with key clients

Check-in with major clients weekly or monthly to ensure satisfaction and build long-term relationships.

Conduct follow-up meetings after sales.

Schedule follow-ups to address any post-sale concerns and ensure client needs are met.

Collect client feedback

Distribute surveys or directly ask clients for input on their experience.

Implement improvements based on feedback.

Make necessary changes to the sales process or client service based on client suggestions.

Identify market trends and opportunities

Regularly review industry reports and news to spot potential growth areas.

Analyze the competitive landscape.

Monitor competitors’ strategies and adjust your sales approach accordingly.

Allocate budget for sales activities

Ensure the sales team has the resources needed to meet targets, including marketing and training budgets.

Plan resource distribution for upcoming projects

Distribute team effort and financial resources based on current and future sales priorities.