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Free Sales Checklists

Free sales checklists for sales reps, managers and enablement leaders, covering Demos & Product Storytelling; Sales Process & Methodology (MEDDIC, SPIN, Challenger); Cold Email, LinkedIn & Social Selling and more. Every resource is the full thing on the page: copy it, adapt it, use it. No sign-up, no download gate.

Demos & Product Storytelling

ChecklistDemo Environment & Sandbox Setup ChecklistThe RevOps/enablement checklist for building and maintaining a clean, always-demo-ready sandbox environment.ChecklistDiscovery-to-Demo Alignment ChecklistTurns discovery notes into a demo that speaks to each stakeholder's exact pain instead of a generic feature tour.ChecklistExecutive Demo Readiness ChecklistThe pre-flight list for demoing to a VP or C-suite audience with 12 minutes and zero patience for feature tours.ChecklistMulti-Stakeholder Demo ChecklistEnsures a demo with five attendees speaks to all five roles instead of just the loudest voice in the room.ChecklistVirtual Demo Tech-Check ChecklistThe pre-call checklist that kills the number-one demo killer: a tech failure in the first 90 seconds.

Sales Process & Methodology (MEDDIC, SPIN, Challenger)

ChecklistChampion Identification & Development ChecklistThe 12 signals that separate a real internal champion from a friendly contact, plus what to do at each stage to build…ChecklistDeal Review Checklist for ManagersThe 15 questions to ask in every deal review so "it's going well" is never an acceptable answer again.ChecklistMEDDIC Deal Qualification ChecklistA one-page pre-call checklist that forces you to answer Metrics, Economic Buyer, Decision Criteria, Decision Process…ChecklistNew Rep Methodology Ramp ChecklistA 30-60-90 checklist for getting a new hire certified on your sales methodology before their first live discovery call.ChecklistPaper Process & Decision Criteria ChecklistThe MEDDIC step most reps skip: a checklist for surfacing legal, security, and procurement steps before they blow up…

Cold Email, LinkedIn & Social Selling

ChecklistCold Email Deliverability Pre-Send ChecklistSPF/DKIM/DMARC, domain warm-up, and spam-trigger words, the 12 checks that keep a sequence out of Promotions and spam.ChecklistOutbound Sequence Audit Checklist for ManagersWhat to check before a rep's sequence goes live: relevance, cadence spacing, spam risk, and brand tone.ChecklistSales Rep LinkedIn Profile Optimization ChecklistHeadline, banner, About section, and Featured, the profile audit that turns a resume page into a prospecting asset.ChecklistSDR Outbound Ramp Skills ChecklistThe exact skill milestones a new SDR should demonstrate by week 4, 8, and 12 of outbound ramp.

Comp, Quota, Territory & Capacity Planning

ChecklistOTE Reality Check: Comp Plan Audit Checklist for CandidatesWork through a comp plan document before you sign: 30 checks across payout tiers, clawback, territory, and quota…ChecklistQuota Fairness & Sandbagging Audit ChecklistFlags the quota-setting patterns: sandbagged territories, stacked ramp, uneven TAM, that quietly break trust in the…ChecklistSales Compensation Plan Design ChecklistA 20-point pre-launch checklist covering pay mix, accelerators, caps, and payout mechanics before a comp plan goes live.ChecklistTerritory Whitespace Analysis ChecklistA step-by-step audit for finding under-covered accounts and orphaned patches before a territory reset.

Negotiation & Closing

ChecklistContract Fast-Track Checklist for Legal HandoffsThe handoff checklist that gets contracts through legal review in days instead of weeks, without missing a required…ChecklistDeal Review Meeting ChecklistThe manager's structured agenda for pipeline deal reviews that catch stalled negotiations before they slip the quarter.ChecklistProcurement Negotiation ChecklistThe 22-point pre-call checklist for surviving a professional buyer's playbook without giving away margin.ChecklistVerbal-to-Signature ChecklistThe 14 steps between "we're moving forward" and ink on paper, built to catch the silent deal-killers in procurement and…

Pipeline, Deal Management & Forecasting

ChecklistCRM Pipeline Hygiene Audit ChecklistA monthly audit that catches stale opportunities, missing next steps and phantom deals before they wreck the forecast.ChecklistDeal Desk Escalation ChecklistTells reps exactly when and how to escalate a non-standard deal to deal desk before it becomes a Friday-night fire…ChecklistDeal Review ChecklistThe exact questions to ask in every deal review so a rep's optimism doesn't get rubber-stamped into a false-positive…ChecklistDeal Risk Red-Flag Checklist12 warning signs that predict a deal will slip or die, so a rep catches it in week two instead of week twelve.

Psychology, Mindset & Productivity

ChecklistPeak-Performance Morning Routine ChecklistThe pre-9am sequence top performers use to arrive at their first call already in state.ChecklistPost-Rejection Recovery ChecklistA 10-minute reset ritual to run within an hour of losing a deal, before it contaminates the next call.ChecklistPsychological Safety Checklist for Sales Teams14 observable markers of whether your team will actually admit a deal is dying before it's too late to save it.ChecklistSales Burnout Warning Signs ChecklistThe 12 early behavioral tells: missed 1:1s, CRM neglect, tone shift, managers miss until a rep is already gone.

Sales Kickoffs, Training & Enablement Programs

ChecklistManager Coaching Cadence ChecklistWeekly and monthly 1:1 touchpoints designed to reinforce specific skills after training instead of letting them decay.ChecklistNew Rep Pre-Boarding ChecklistWhat to read, request, and set up before day one so a new rep's first week builds momentum instead of paperwork fatigue.ChecklistSales Enablement Content Audit ChecklistInventory every existing training asset against your skill taxonomy to find the gaps and kill the duplicates.ChecklistSales Kickoff 12-Week Planning ChecklistWeek-by-week runbook for planning an SKO end to end: theme, logistics, content, and post-event reinforcement, so…

AI Assessment, Scoring & Assurance

ChecklistAI Roleplay Scoring Vendor Vetting Checklist (50 Questions)The exact questions to put to any AI scoring vendor before you trust its output, organised by risk area.ChecklistAI Scorecard Inherited Validation ChecklistStep-by-step checks for validating an AI scoring rubric you didn't build before you stake your reputation on its output.ChecklistAI Scoring Blind Spot Register: What a Transcript Cannot ShowThe definitive list of sales competencies an AI cannot score from transcript alone, with guidance on how to fill each…

Coaching, 1:1s & Feedback

ChecklistCall Shadowing & Ride-Along ChecklistWhat to actually watch for on a live or recorded ride-along, so shadowing produces coaching notes instead of just…ChecklistNew Rep 30-60-90 Day Coaching ChecklistThe exact coaching touchpoints and skill checkpoints a manager should hit in a new rep's first three months to hit ramp…ChecklistSelf-Coaching Call Debrief ChecklistThe questions a rep asks themselves after listening back to their own call, for the weeks a manager doesn't have time…

Cold Calling & Phone Skills

ChecklistCold Call Pre-Call Planning ChecklistThe 9-point research and mindset checklist top performers run through before every single dial.ChecklistCold Call Ride-Along / Call Shadowing ChecklistWhat to listen for and how to deliver feedback when shadowing a rep's live cold calling block.ChecklistCold Calling Compliance & Do-Not-Call ChecklistThe legal and ethical checklist covering TCPA, DNC registries, and call-recording consent before your team dials.

Discovery & Qualification

ChecklistBad-Fit Deal Red Flags ChecklistThe disqualification checklist managers use in pipeline review to kill dead deals before they waste a quarter.ChecklistChampion Identification ChecklistThe 9 signals that separate a real internal champion from a friendly-but-powerless contact.ChecklistQualification Stage-Gate ChecklistThe exit criteria a deal must clear at each stage gate before it's allowed to move forward in the CRM.

Metrics, Analytics & RevOps

ChecklistCRM Hygiene Audit ChecklistThe field-by-field checklist that surfaces stale opportunities, duplicate contacts, and mis-staged deals before they…ChecklistRevOps Tech Stack Audit ChecklistMap every tool touching the funnel end to end and flag overlapping licenses, dead integrations, and data leaks.ChecklistSales Ops Weekly Reporting ChecklistEverything RevOps should pull, sanity-check, and flag before Monday's pipeline meeting, in run-of-show order.

Objection Handling

ChecklistDiscovery Call Objection-Prevention ChecklistThe questions to ask early so objections never get the chance to surface at the close.ChecklistLate-Stage Deal Objection Autopsy ChecklistA post-mortem checklist for diagnosing which unresolved objection actually killed a deal you thought was won.ChecklistObjection Handling Call Review ChecklistWhat a manager listens for, moment by moment, when auditing a rep's recorded objection-handling.

Onboarding & Ramp

ChecklistCall Shadowing Checklist for New RepsWhat to actually listen for across your first 10 shadowed calls, so shadowing produces notes instead of noise.ChecklistNew Hire Sales Onboarding Checklist (Day 1 to Day 90)The exact task list managers run so no ramp step: CRM access, shadowing, cert exams, slips through the cracks.ChecklistNew Hire Sales Tech Stack ChecklistEvery login, tool, and integration a new rep needs provisioned before day one, so day one isn't lost to IT tickets.

Sales Leadership & GTM Strategy

ChecklistFirst 90 Days as a Sales Leader ChecklistThe exact audits, 1:1s, and pipeline reviews a new sales leader should run before touching the comp plan or the team.ChecklistSales Culture Audit ChecklistA diagnostic checklist for spotting toxic quota pressure, sandbagging, and burnout risk before they show up in…ChecklistSales Manager Coaching Cadence ChecklistThe weekly, monthly, and quarterly rhythm of 1:1s, call reviews, and pipeline coaching that actually moves skill, not…

Account Management, Retention & Expansion

Checklist90-Day Renewal Risk ChecklistThe signals to check 90/60/30 days out so a renewal never surprises you the week it's due.ChecklistSales-to-CS Handoff ChecklistThe information that must transfer from AE to AM/CSM at close so the first 90 days don't start with a scramble.

Hiring, Interviewing & Team Building

ChecklistEnd-to-End Sales Hiring Process ChecklistEvery step from requisition to signed offer, so no hiring stage gets skipped under pressure.ChecklistSales Hire Red Flags Checklist22 warning signs to catch in resumes, references, and interviews before you extend an offer.

Prospecting & Outbound Strategy

ChecklistDiscovery Call ChecklistEverything to prep, ask, and confirm before a discovery call ends, so no deal stalls on a missed qualifier.ChecklistSDR 90-Day Ramp ChecklistWeek-by-week prospecting milestones: first dial, first meeting, first pipeline dollar, for onboarding a new SDR.

Sales Content, Playbooks & Battlecards

ChecklistNew-Hire Ramp Content ChecklistThe specific battlecards, scripts, and playbooks a new rep needs by day 30/60/90: nothing more, nothing missing.ChecklistSales Content Audit ChecklistLine-by-line criteria for grading every asset in your library on accuracy, usage, and win-rate impact.

Skills, Competencies & Career Growth

ChecklistActive Listening Skill Checklist12 observable behaviors that separate reps who merely hear customers from reps who demonstrably listen, self-score it…
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