# Sales Content Audit Checklist

> Line-by-line criteria for grading every battlecard, script, and playbook in your library on accuracy, usage, and win-rate impact, with grade bands that tell you exactly what to do next.

Free checklist for sales leaders. Topic: [Sales Content, Playbooks & Battlecards](https://www.peerlab.ai/library/topic/sales-content-playbooks-battlecards/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/sales-content-audit-checklist/

## How to use it

Copy the audit log table and add one row per asset in your library; score every asset against all 10 criteria during Week 3 of the Sales Content Calendar cadence, then sort by grade to build your refresh-sprint priority list.

## What's inside

- 10 scoring criteria (accuracy, ownership, findability, usage, field adoption, win-rate association, format currency, non-redundancy, actionability, competitive currency)
- 1-5 scoring scale definition
- Grade bands A-F mapped to Keep/Refresh/Retire actions
- 5 automatic red flags that force retirement regardless of average score
- A ready-to-copy audit log table

Line-by-line criteria for grading every battlecard, script, and playbook in your library. Score each asset 1-5 on each criterion, then use the grade bands below to decide Keep / Refresh / Retire / Promote.

## Scoring Criteria (1 = fails badly, 5 = excellent)

- [ ] **Accuracy**: pricing, logos, competitive claims, and product capabilities are current as of today
- [ ] **Ownership**: there is one named person accountable for this asset, and they know it
- [ ] **Findability**: a rep can locate this asset in under 30 seconds from the content library's search or nav
- [ ] **Usage (last 90 days)**: pulled from analytics: opens, downloads, or shares by active reps
- [ ] **Field adoption**: when you ask reps directly, they say they actually use this (not just that it exists)
- [ ] **Win-rate association**: deals where this asset was used show equal or higher win rate than deals where it wasn't *(directional signal, not strict causation)*
- [ ] **Format currency**: matches current brand template, deck format, and tone guidelines
- [ ] **Non-redundancy**: no other asset in the library already covers this same need equally well
- [ ] **Actionability**: a rep finishing this asset knows exactly what to do or say next, not just "informed"
- [ ] **Competitive currency** *(battlecards only)*: reflects the competitor's current positioning, pricing, and product, not last year's

## Grade Bands & Action

| Average Score | Grade | Action |
|---|---|---|
| 4.5-5.0 | A | Keep as-is; candidate to Promote if usage is low despite high quality |
| 3.5-4.4 | B | Keep; schedule for next quarterly refresh pass |
| 2.5-3.4 | C | Refresh now, flag as priority in this quarter's sprint |
| 1.5-2.4 | D | Refresh or retire, needs an owner decision within 2 weeks |
| Below 1.5 | F | Retire immediately; audit whether reps are currently relying on it and correct the record |

## Automatic Red Flags (retire regardless of average score)

- [ ] Contains pricing that no longer matches what Finance has approved
- [ ] References a competitor capability, logo, or claim that's factually wrong today
- [ ] No one on the current team can identify who owns it
- [ ] A rep has been overheard/reported using it to say something inaccurate to a prospect
- [ ] Usage is zero for two consecutive quarterly audits

## Audit Log Template

| Asset | Accuracy | Ownership | Findability | Usage | Adoption | Win-Rate | Format | Non-Redundant | Actionable | Avg | Grade | Action | Reviewer | Date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| | | | | | | | | | | | | | | |

*(Duplicate this row for every asset in the library. Run against the Sales Content Calendar Template's quarterly cadence.)*
