Sales Strategy Review Checklist ( SALESANDMARKETING )

This checklist is designed to help sales teams review and refine their sales strategy effectively, ensuring alignment with business goals and market trends.

• Identify Target Market

  Review and confirm the characteristics of your target market segments to ensure alignment with the sales strategy.

• Assess Competitive Landscape

  Analyze competitors to understand their strengths and weaknesses in relation to your offerings.

• Evaluate Current Sales Metrics

  Review current sales performance metrics to identify areas of improvement and success.

• Gather Team Input

  Solicit feedback from the sales team on perceived challenges and opportunities within the current strategy.

• Align with Marketing Efforts

  Ensure that sales strategy is in sync with current marketing campaigns and initiatives.

• Set Clear Objectives

  Define specific, measurable objectives for the upcoming sales period based on the review.

• Develop Action Plan

  Create a detailed action plan outlining the steps needed to achieve the set objectives.

• Schedule Regular Reviews

  Establish a timeline for regular reviews of the sales strategy to ensure it remains relevant and effective.