Sales Team Weekly Review Checklist ( SALESANDMARKETING )

This checklist is designed for the sales team to review their weekly performance, analyze outcomes, and strategize for the upcoming week. It helps in identifying areas of improvement and ensuring alignment with overall sales goals.

• Review Weekly Sales Performance

  Analyze the sales data from the past week to understand what was achieved versus targets.

• Identify Top Performing Products/Services

  Determine which products or services sold the most and why they performed well.

• Evaluate Customer Feedback

  Discuss any customer feedback received during the week and how it can improve sales strategies.

• Assess Lead Progression

  Review the status of leads in the pipeline to identify where follow-ups are needed.

• Set Priorities for Next Week

  Establish specific goals and actions for the upcoming week based on the review findings.

• Team Collaboration Discussion

  Encourage team members to share insights and strategies that worked well or challenges faced.

• Update Sales Tools and Resources

  Ensure all sales materials and tools are updated and accessible for the next week.

• Schedule Next Review Meeting

  Set a date and time for the next weekly review to keep the process ongoing.