Checklist for colleagues when a sales manager goes on holiday
1. Communication Plan
2. Sales Pipeline Management
- Access the sales CRM system.
- Filter deals by stage and status.
- Analyze deal values and potential revenue.
- Identify any deals at risk of falling through.
- Make notes on each deal for context.
- Review accounts with upcoming deadlines.
- Check for any customer complaints or issues.
- Evaluate accounts with significant revenue potential.
- Prioritize based on client engagement and history.
- Compile a list of accounts for follow-up.
- Determine team members' strengths and workloads.
- Match team members to specific accounts.
- Clearly communicate follow-up tasks and deadlines.
- Document assignments in a shared platform.
- Ensure accountability by setting check-in dates.
- Log into the sales tracking system.
- Review notes and communications related to each deal.
- Adjust deal status based on recent developments.
- Ensure all changes are documented accurately.
- Notify the team of any significant updates.
- List all critical dates for each deal.
- Share this information in a team meeting.
- Send a follow-up email summarizing deadlines.
- Highlight any potential risks related to deadlines.
- Encourage team members to reach out with questions.
- Define how often the team should reach out.
- Specify preferred communication methods for clients.
- Create a schedule for client check-ins.
- Inform clients of the manager's absence and point of contact.
- Encourage team to document all communications.
- Compile notes on negotiation status for each deal.
- Share documents with the team via a shared drive.
- Highlight key negotiation points and challenges.
- Ensure all team members understand their roles.
- Encourage team to ask questions for clarity.
- Gather all necessary files related to each deal.
- Upload documents to a centralized location.
- Verify that all team members have access permissions.
- Create a checklist of essential documents.
- Communicate where to find these resources.
- Log into the CRM daily to check for updates.
- Review any changes made to deal statuses.
- Communicate any significant changes to the team.
- Encourage team members to update the CRM regularly.
- Document any discrepancies for resolution.
- Set up recurring meetings on the calendar.
- Prepare an agenda for each check-in.
- Encourage team members to bring updates and concerns.
- Document meeting minutes for future reference.
- Adjust the frequency of meetings as needed.
- Compile key metrics and highlights from the pipeline.
- Draft a report summarizing status and progress.
- Include any notable changes or challenges faced.
- Format the report for clarity and ease of reading.
- Schedule a debrief meeting with the manager upon return.
Use in Manifestly