Sales Collateral Review Checklist ( SALESANDMARKETING )

This checklist is designed to ensure that all sales collateral, such as brochures, presentations, and digital content, are reviewed for accuracy, consistency, and alignment with the current marketing strategy before being distributed to the sales team or clients.

• Gather All Sales Collateral

  Collect all existing sales materials including brochures, presentations, and digital content that need to be reviewed.

• Check for Branding Consistency

  Ensure that all collateral adheres to current branding guidelines, including logos, colors, and fonts.

• Review Content Accuracy

  Verify that all information, statistics, and claims made in the collateral are accurate and up-to-date.

• Align with Current Marketing Strategy

  Ensure that the messaging and positioning in the collateral are in line with the current marketing strategy and business objectives.

• Solicit Feedback from Sales Team

  Share the collateral with the sales team and gather their input on its effectiveness and relevance.

• Make Necessary Revisions

  Incorporate feedback received and make any revisions to improve clarity and impact.

• Obtain Approval

  Send the final version of the collateral for approval from relevant stakeholders or management.

• Distribute Approved Collateral

  Share the finalized sales collateral with the sales team and ensure they have access to it for their use.

• Schedule Regular Reviews

  Set a schedule for regular reviews of sales collateral to ensure materials remain relevant and effective.