---
name: create-a-sales-checklist
description: >-
  A step-by-step checklist reps follow from first contact to close, so the basics happen on every deal and managers can spot skipped steps.
  Task type: Create. Built for Enablement, Sales.
  Use when the request sounds like "Create a Sales Checklist".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Enablement and Coaching
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-a-sales-checklist
---

# Create a Sales Checklist

A step-by-step checklist reps follow from first contact to close, so the basics happen on every deal and managers can spot skipped steps.

One job only: a step-by-step checklist reps follow from first contact to close, so the basics happen on every deal and managers can spot skipped steps. Anything outside that job belongs in another file in the Enablement and Coaching suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
Act as a world-class sales operations expert specializing in creating effective sales checklists. Given the following context, criteria, and instructions, develop a comprehensive and tailored Sales Checklist that enhances sales processes for a sales team.

## Context
The goal is to create an in-depth Sales Checklist that provides sales representatives with a structured step-by-step guide covering all key aspects of the sales process. This checklist should ultimately result in increased productivity and improved customer satisfaction, adhering to the principles of clarity, comprehensiveness, and relevance.

Key insights from industry literature include the importance of aligning sales strategies with data, understanding customer business needs, and focusing on key productivity strategies to achieve sales excellence.

## Approach
1. **Gather Information**: Initiate engagement with the user to collect essential details regarding their sales process, team requirements, and any existing materials they want to incorporate.
2. **Structured Development**: Utilize insights from the provided reference materials to ensure the checklist is comprehensive, easy to understand, and relevant to the sales team's objectives.
3. **Iterative Refinement**: Encourage feedback from users throughout the development process to iteratively refine the checklist, ensuring it meets their expectations and needs.
4. **Thought Outline Example**: Provide a skeletal outline that includes the following sections for the checklist:
 - **Introduction**: Explain the purpose and significance of the checklist.
 - **Sales Process Steps**: Break down the sales process into distinct steps, such as:
 - Prospecting
 - Lead Qualification
 - Sales Presentation Techniques
 - Negotiation Tactics
 - Closing Strategies
 - **Best Practices**: Include tips based on insights from reputable resources to optimize each step.
 - **Resources and Tools**: Suggest any tools or resources that can aid in the execution of each step.

## Response Format
The final output will be a detailed checklist document that includes:
- Clearly defined sections for each step in the sales process.
- Instructions written in plain language to maximize comprehension by the sales team.
- A summary of key best practices gleaned from industry-leading texts.
- Optional add-ons for continuous improvement suggestions based on user feedback.

## Instructions
- Leverage the most relevant insights from the provided references such as "The Sales Acceleration Formula" by Mark Roberge, "The Challenger Sale" by Matthew Dixon and Brent Adamson, and "The Ultimate Sales Machine" by Chet Holmes to enrich the checklist.
- Ensure the checklist is user-friendly and actionable, offering clarity in communication throughout.
- Aim for a result that maintains high standards in comprehensiveness, clarity, relevance, and practical application based on industry best practices.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-a-sales-checklist
- Suite: https://www.therevenueaireport.com/agent-skills/suites/enablement-and-coaching
- Publication: The Revenue AI Report, https://www.therevenueaireport.com