Small and Medium Enterprises Self Assessment Sales Audit Sheet with 50 points checklist
This checklist gives a list of 50 points on which we conduct our Sales and Marketing Audit. The auditor will give remarks under each item, after due deligence. This will be followed by “Recommendations” against each point.
| S.No. | Act of Sales | Remarks | Recommendation |
|---|---|---|---|
| 1 | Suspecting data availability | ||
| 2 | Lead Magnets awareness | ||
| 3 | Prospecting methodology | ||
| 4 | Prospecting methodology | ||
| 5 | Prospecting methodology | ||
| 6 | Lead Classification Model | ||
| 7 | MQL - SQL Journey Defined | ||
| 8 | SQL - BANT Journey Defined | ||
| 9 | Need Analysis Template defined - The 5W1H Model? | ||
| 10 | FAQ documented to assist in Objection Handling | ||
| 11 | Sales Process Defined | ||
| 12 | Sales Funnel Concept established | ||
| 13 | Proposal Templates in place | ||
| 14 | Follow up Mechanism established | ||
| 15 | Sales Closings | ||
| 16 | Sales Negotiations | ||
| 17 | Sales Order Confirmation | ||
| 18 | Installation against confirmed orders | ||
| 19 | Post Sales Service | ||
| 20 | Referral Selling | ||
| 21 | Cross Selling | ||
| 22 | Up Selling | ||
| 23 | Evolution of Customer Demand | ||
| 24 | Customer Loyalty Program | ||
| 25 | Customer Relationship Managemnet (CRM) | ||
| 26 | Sales Administration - Targets, Incentives, Promotion, Growth | ||
| 27 | Sales Enablement - Learning and Development | ||
| 28 | Sales Facilitation - Daily Reporting, Meeting etc | ||
| 29 | Sales Kit | ||
| 30 | Negotiation X-change kit | ||
| 31 | Value Bombs | ||
| 32 | Testimonials | ||
| 33 | Digital Marketing Index | ||
| 34 | Branding | ||
| 35 | Marketing Communication | ||
| 36 | Public Relations | ||
| 37 | Networking | ||
| 38 | Sales Planning | ||
| 39 | Sales Strategy | ||
| 40 | Go - To Market Plan | ||
| 41 | Sales MIS | ||
| 42 | Sales Recruitment | ||
| 43 | Market Sensing | ||
| 44 | Market Penetration | ||
| 45 | Market | ||
| 46 | Regression Analysis | ||
| 47 | People Audit | ||
| 48 | HR Work Culture and Attitude | ||
| 49 | Rewards & Recognitions | ||
| 50 | Superordinate Goals Clarity |