Sales Checklist Measuring Your Progress

#WorkplaceInnovators and #Intrapreneurs with big ideas for improving your company — how do you know if you are getting traction? Can you know empirically, ie. without relying on your feelings or gut? 🤔

Consider using this checklist to evaluate your selling process, based on tangible, observations of actions that others are taking to help you across a 4-Step Framework:

1️⃣ — Problem ❌

Stakeholders showing up for calls, participating

Quotes captured on pain points

Written down and confirmed problem statement

Written down and verbally confirmed mission one-liner

Size / impact of the problem in 3 - 5 key metrics

Full clarity on approval process, roles documented

Socialized problem past key stakeholders

2️⃣ — Solution ✅

Stakeholders sharing documents, access, putting in effort

Mocked up, writen down or prototyped potential solution

Solution ideas demonstrated to stakeholders

Feedback provided

Solution revised based on feedback

3️⃣ — Presentation 🎤

Decision makers attending meeting

Written down scope, in/out list, assumptions

Clarity on what to start with

Walk through effort, cost and timeline

Feasibility reactions provided

4️⃣ — Approval 🧾

Clear verbal "yes" given by person with right authority

Verbal asked you to get started or send proposal

Proposal written up and sent

Approval or signature provided