Blank Weekly Sales Checklist
Week of: _______________
Sales Representative Name:
Company Name: [Your Company Name]
1. Sales Goals and Targets
Weekly Sales Target: _______________
Number of Leads to Contact: _______________
Number of Meetings to Schedule: _______________
Number of Sales Calls to Make: _______________
2. Sales Activities
Calls
Task | Completed | Notes |
|---|
Call potential leads | | |
Follow up on previous calls | | |
Cold calls (if applicable) | | |
Call clients for feedback | | |
Other calls: _______________ | | |
Meetings
Task | Completed | Notes |
|---|
Schedule client meetings | | |
Conduct product demonstrations | | |
Follow-up meetings | | |
Other meetings: _______________ | | |
Emails
Task | Completed | Notes |
|---|
Send introductory emails | | |
Follow up on proposal emails | | |
Confirm meeting schedules | | |
Other emails: _______________ | | |
3. Client/Lead Follow-up
Task | Completed | Notes |
|---|
Check-in with previous clients | | |
Follow up on ongoing negotiations | | |
Send thank you notes to clients | | |
Update client records | | |
Other follow-ups: _______________ | | |
4. Administrative Tasks
Task | Completed | Notes |
|---|
Update CRM with new lead information | | |
Organize sales documentation | | |
Review sales reports for the week | | |
Other tasks: _______________ | | |
5. Key Insights and Reflections
Reflection Topic | Details |
|---|
What went well this week? | |
Challenges faced | |
Areas for improvement | |
Notes: _____________________________________________________
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