Sales Incentive Program Launch Checklist ( SALESANDMARKETING )

This checklist is designed to ensure all necessary steps are followed for launching a new sales incentive program, aimed at motivating the sales team and driving revenue growth.

• Define Program Objectives

  Clearly outline what the sales incentive program aims to achieve, such as increasing sales volume, improving customer retention, or promoting specific products.

• Determine Incentive Structure

  Decide on the type of incentives to be offered (e.g., bonuses, trips, gift cards) and how they will be earned by the sales team.

• Set Eligibility Criteria

  Establish who qualifies for the incentive program and any prerequisites that must be met.

• Create Marketing Materials

  Develop promotional materials to communicate the details of the program to the sales team, including flyers, emails, and presentations.

• Train Sales Team

  Conduct training sessions to explain the program's objectives, structure, and eligibility, ensuring all team members understand how to participate.

• Launch Program

  Officially launch the sales incentive program and distribute all relevant materials to the sales team.

• Monitor Progress

  Regularly track the sales team’s progress towards program goals, and gather feedback for adjustments if necessary.

• Evaluate Program Success

  At the end of the program period, assess overall performance against objectives and gather insights for future programs.

• Celebrate Winners

  Host an event or send communications to recognize and reward the top performers, reinforcing motivation and engagement.