Templates
Sales
Closing The Sale Checklist

Closing The Sale Checklist

1
Introduction:
2
Identify the sale
3
Closing the sale
4
Record details of the sale
5
Make sure deliverables have been fully documented
6
Take note of who will be receiving commission
7
Check payment plan with client
8
Determine payment method
9
Agree method of delivery
10
Specify insurance or support needs
11
Review sale with legal department
12
Check all contracts have been double signed
13
Take payment
14
Record sale as done
15
Present deliverables to product team
16
Assign account manager
17
Sources:
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