Skills Development Sales Checklist
Prepared by: | [Your Name] |
Company Name: | [Your Company Name] |
Client Needs Assessment
Action Steps | Done |
|---|
Meet with the client to understand their objectives and skill gaps | |
Define desired outcomes and timeline for the training | |
Program Customization
Action Steps | Done |
|---|
Select or tailor training programs to suit client needs | |
Develop a clear training plan with goals and timelines | |
Proposal & Quotation
Action Steps | Done |
|---|
Prepare and present a proposal with costs, terms, and benefits | |
Address client questions and secure feedback | |
Sales Presentation
Action Steps | Done |
|---|
Deliver a compelling presentation highlighting the program’s value | |
Share case studies and address concerns to build trust | |
Closing the Sale
Action Steps | Done |
|---|
Finalize the agreement and confirm all details | |
Set expectations for delivery and payment | |
Post-Sales Follow-up
Action Steps | Done |
|---|
Check-in with the client during and after training | |
Gather feedback and explore future training opportunities | |
Ongoing Client Management
Action Steps | Done |
|---|
Keep in touch to offer ongoing support and new services | |
Build long-term relationships for repeat business | |
Checklist Templates @ Template.net
