TopicTask reporting checklist.
PostedWed, Feb 12th 2020 14:47 PM
The sales (or marketing) plan is a list of targets to achieve. These targets can be sales dollars, unit volumes, growth levels, new markets to enter, or market share. Sub-lists can be developed to address products, territories, major customers, advertising, and even individual salespersons.
The checklist also ensures that mistakes are minimized, time is well spent, revenue is optimal, and the customer is well taken care of. As for the latter, how would you feel if the clerk forgot to enter the serial number of the appliance you bought and your warranty was not in the system? A checklist makes sure that necessary steps are accomplished in the correct order.