# Free Sales Checklists

Part of the PeerLab [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Every resource is published in full, free, with no sign-up.

- [90-Day Renewal Risk Checklist](https://www.peerlab.ai/library/90-day-renewal-risk-checklist/): Checklist. The exact signals to check at 90, 60, and 30 days out from any renewal, so risk shows up on your radar with enough runway to fix it instead of the week the contract is due.
- [Active Listening Skill Checklist](https://www.peerlab.ai/library/active-listening-skill-checklist/): Checklist. 12 observable behaviors that separate reps who merely hear customers from reps who demonstrably listen, self-score it after every call to find the exact behavior costing you the most.
- [AI Roleplay Scoring Vendor Vetting Checklist (50 Questions)](https://www.peerlab.ai/library/ai-roleplay-scoring-vendor-vetting-checklist-50-questions/): Checklist. Fifty structured questions to put to any AI scoring vendor before you trust its output with real learner data, organised across five risk areas specific to AI-scored sales assessment. Each question includes a plain-English note on what a weak or evasive answer looks like and why it matters.
- [AI Scorecard Inherited Validation Checklist](https://www.peerlab.ai/library/ai-scorecard-inherited-validation-checklist/): Checklist. A structured checklist for validating an AI scoring rubric you didn't build, before you stake your team's development decisions on its output. Covers the five most common failure points in pre-built scorecards and gives you a concrete test for each one you can run within a week.
- [AI Scoring Blind Spot Register: What a Transcript Cannot Show](https://www.peerlab.ai/library/ai-scoring-blind-spot-register-transcript-limits/): Checklist. A structured checklist of every sales competency that transcript-based AI scoring physically cannot assess, with the specific failure mode each gap produces and the supplementary evidence needed to close it. Use this before extending trust to any AI score, to draw a permanent boundary around what the model is and is not being asked to judge.
- [Bad-Fit Deal Red Flags Checklist](https://www.peerlab.ai/library/bad-fit-deal-red-flags-checklist/): Checklist. The disqualification checklist managers run in pipeline review to kill dead deals before they waste a quarter of forecast credibility and rep time.
- [Call Shadowing & Ride-Along Checklist](https://www.peerlab.ai/library/call-shadowing-ride-along-checklist/): Checklist. A structured observation checklist for live or recorded ride-alongs that converts "listening in" into named, evidence-backed coaching notes you can use in the next 1:1.
- [Call Shadowing Checklist for New Reps](https://www.peerlab.ai/library/call-shadowing-checklist-new-reps/): Checklist. A call-by-call listening guide for your first 10 shadowed calls: a different focus for each pair of calls: so shadowing produces specific, usable notes instead of a vague 'that was good.'
- [Champion Identification & Development Checklist](https://www.peerlab.ai/library/champion-identification-development-checklist/): Checklist. The 12 signals that separate a real internal champion from a friendly contact, plus what to do at each stage to build one.
- [Champion Identification Checklist](https://www.peerlab.ai/library/champion-identification-checklist/): Checklist. The 9 signals that separate a real internal champion, someone with skin in the game and the influence to move your deal, from a friendly contact who will never get you to a decision.
- [Cold Call Pre-Call Planning Checklist](https://www.peerlab.ai/library/cold-call-pre-call-planning-checklist/): Checklist. The 9-point research and mindset checklist top performers run through before every single dial: a 90-second ritual, not a one-time prep session.
- [Cold Call Ride-Along / Call Shadowing Checklist](https://www.peerlab.ai/library/cold-call-ride-along-shadowing-checklist/): Checklist. A before/during/after checklist for shadowing a rep's live cold calling block: what to listen for in each phase of the call, and the rules for delivering feedback without shutting the rep down mid-session.
- [Cold Calling Compliance & Do-Not-Call Checklist](https://www.peerlab.ai/library/cold-calling-compliance-do-not-call-checklist/): Checklist. The operational checklist to run before your team dials a single number - covering the National DNC Registry, TCPA, call-recording consent, and international rules for UK and Canada.
- [Cold Email Deliverability Pre-Send Checklist](https://www.peerlab.ai/library/cold-email-deliverability-pre-send-checklist/): Checklist. The 12 checks: authentication, warm-up, copy, and list hygiene, that stand between a cold sequence landing in the inbox and it quietly dying in Promotions or spam before a single prospect sees it.
- [Contract Fast-Track Checklist for Legal Handoffs](https://www.peerlab.ai/library/contract-fast-track-checklist-legal-handoffs/): Checklist. The handoff checklist that gets contracts through legal review in days instead of weeks, without skipping a required approval - built for reps who need speed and legal teams who need completeness.
- [CRM Hygiene Audit Checklist](https://www.peerlab.ai/library/crm-hygiene-audit-checklist/): Checklist. The field-by-field checklist that surfaces stale opportunities, duplicate contacts, and mis-staged deals before they poison your forecast, run it monthly in about 90 minutes.
- [CRM Pipeline Hygiene Audit Checklist](https://www.peerlab.ai/library/crm-pipeline-hygiene-audit-checklist/): Checklist. A monthly audit that catches stale opportunities, missing next steps, and phantom deals before they inflate your pipeline number and wreck the forecast.
- [Deal Desk Escalation Checklist](https://www.peerlab.ai/library/deal-desk-escalation-checklist/): Checklist. Tells reps exactly when a non-standard deal must go to deal desk, what to bring, and how long each approval type takes, so it never becomes a Friday-night, quarter-end fire drill.
- [Deal Review Checklist](https://www.peerlab.ai/library/deal-review-checklist/): Checklist. A structured question set for weekly deal reviews that pressure-tests every 'high confidence' deal before it hits the forecast: so a rep's optimism gets verified with evidence, not rubber-stamped on a nod.
- [Deal Review Checklist for Managers](https://www.peerlab.ai/library/deal-review-checklist-for-managers/): Checklist. The 15 questions to ask in every deal review so 'it's going well' is never an acceptable answer again: every question demands a name, a date, a number, or a direct quote.
- [Deal Review Meeting Checklist](https://www.peerlab.ai/library/deal-review-meeting-checklist/): Checklist. The manager's structured agenda for pipeline deal reviews - built to surface a stalling negotiation two weeks before it slips the quarter, not two days after.
- [Deal Risk Red-Flag Checklist](https://www.peerlab.ai/library/deal-risk-red-flag-checklist/): Checklist. 12 warning signs that predict a deal will slip or die, with a scoring threshold and an immediate next action for each, so a rep catches the problem in week two instead of week twelve.
- [Demo Environment & Sandbox Setup Checklist](https://www.peerlab.ai/library/demo-environment-sandbox-setup-checklist/): Checklist. The RevOps/enablement checklist for building and maintaining a sandbox that's always demo-ready, so reps never open a broken environment or stale data in front of a buyer.
- [Discovery Call Checklist](https://www.peerlab.ai/library/discovery-call-checklist/): Checklist. Every question to ask, and every qualifier to confirm, before a discovery call ends, so deals don't stall three weeks later on something nobody asked about.
- [Discovery Call Objection-Prevention Checklist](https://www.peerlab.ai/library/discovery-call-objection-prevention-checklist/): Checklist. A discovery-call checklist organized by which future objection each question prevents, so budget, authority, and status-quo pushback never get the chance to surface at the close.
- [Discovery-to-Demo Alignment Checklist](https://www.peerlab.ai/library/discovery-to-demo-alignment-checklist/): Checklist. A pre-demo checklist that forces every feature you're about to show to trace back to a specific pain a specific stakeholder named in discovery, so the demo speaks to their problem instead of touring your whole product.
- [End-to-End Sales Hiring Process Checklist](https://www.peerlab.ai/library/end-to-end-sales-hiring-process-checklist/): Checklist. Every step from opening a requisition to a signed offer letter, laid out as a single checklist so no stage gets skipped when you're hiring under pressure.
- [Executive Demo Readiness Checklist](https://www.peerlab.ai/library/executive-demo-readiness-checklist/): Checklist. The pre-flight checklist for demoing to a VP or C-suite audience with 12 minutes and zero patience for a feature tour: covering research, message discipline, the opening/closing two minutes, and technical fail-safes.
- [First 90 Days as a Sales Leader Checklist](https://www.peerlab.ai/library/first-90-days-sales-leader-checklist/): Checklist. A phase-by-phase checklist for your first 90 days leading a sales team: the audits, 1:1s, and pipeline reviews to run before you touch the comp plan, the territories, or the roster.
- [Late-Stage Deal Objection Autopsy Checklist](https://www.peerlab.ai/library/late-stage-deal-objection-autopsy-checklist/): Checklist. A structured post-mortem checklist for diagnosing which unresolved or unspoken objection actually killed a deal you thought was won, correcting the CRM record, and setting a real win-back trigger.
- [Manager Coaching Cadence Checklist](https://www.peerlab.ai/library/manager-coaching-cadence-checklist/): Checklist. A checkable weekly, monthly and quarterly 1:1 cadence built to reinforce one named competency at a time, so skills built in training don't decay the moment reps get busy.
- [MEDDIC Deal Qualification Checklist](https://www.peerlab.ai/library/meddic-deal-qualification-checklist/): Checklist. A one-page pre-call checklist that forces you to answer Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion before you log the opportunity.
- [Multi-Stakeholder Demo Checklist](https://www.peerlab.ai/library/multi-stakeholder-demo-checklist/): Checklist. Ensures a demo with five attendees speaks to all five roles instead of just the loudest voice in the room: stakeholder mapping worksheet, role-specific checklist, mid-demo check-ins, and post-demo follow-up.
- [New Hire Sales Onboarding Checklist (Day 1 to Day 90)](https://www.peerlab.ai/library/new-hire-sales-onboarding-checklist-day-1-90/): Checklist. The exact task list managers run for every new sales hire, from pre-boarding access provisioning through the day-90 solo-launch review, so CRM access, shadowing hours, and certification exams never quietly slip through the cracks.
- [New Hire Sales Tech Stack Checklist](https://www.peerlab.ai/library/new-hire-sales-tech-stack-checklist/): Checklist. Every login, tool and integration a new rep needs: organized by category with an owner and a days-before-start deadline: so day one is spent selling, not filing IT tickets.
- [New Rep 30-60-90 Day Coaching Checklist](https://www.peerlab.ai/library/new-rep-30-60-90-day-coaching-checklist/): Checklist. A dated, checkbox-driven map of every coaching touchpoint and skill checkpoint a manager needs to hit in a new rep's first 90 days: so ramp is engineered, not hoped for.
- [New Rep Methodology Ramp Checklist](https://www.peerlab.ai/library/new-rep-methodology-ramp-checklist/): Checklist. A day-by-day 30/60/90 certification gate that gets a new hire fully trained, role-play certified, and supervised on live calls before they run a discovery call alone.
- [New Rep Pre-Boarding Checklist](https://www.peerlab.ai/library/new-rep-pre-boarding-checklist/): Checklist. What to read, request, and set up before day one, so a new rep's first week builds momentum instead of paperwork fatigue.
- [New-Hire Ramp Content Checklist](https://www.peerlab.ai/library/new-hire-ramp-content-checklist/): Checklist. The specific battlecards, scripts, and playbooks a new rep needs by day 30, 60, and 90: nothing more, nothing missing, organized so onboarding doesn't dump the whole library on day one.
- [Objection Handling Call Review Checklist](https://www.peerlab.ai/library/objection-handling-call-review-checklist/): Checklist. A section-by-section scorecard for auditing a rep's recorded objection-handling calls: covering pre-objection setup, the acknowledgment moment, diagnostic depth, and loop closure, with a scoring rubric and grade bands. Built for use during call reviews, coaching prep, or QA sampling.
- [OTE Reality Check: Comp Plan Audit Checklist for Candidates](https://www.peerlab.ai/library/ote-reality-check-comp-plan-audit-checklist-candidates/): Checklist. A 30-point, section-by-section checklist that walks AEs and SDRs through every clause and number in a comp plan document before they sign. Covers quota attainability, accelerator tiers, clawback, territory definition, and plan change history, with a built-in earnings modelling table.
- [Outbound Sequence Audit Checklist for Managers](https://www.peerlab.ai/library/outbound-sequence-audit-checklist/): Checklist. The exact checklist to run before a rep's sequence goes live: relevance, cadence spacing, deliverability, brand tone, and sign-off, in one pass.
- [Paper Process & Decision Criteria Checklist](https://www.peerlab.ai/library/paper-process-decision-criteria-checklist/): Checklist. The MEDDIC step most reps skip until it's too late: a checklist for surfacing legal, security, procurement, and signature-authority requirements early enough to protect your close date.
- [Peak-Performance Morning Routine Checklist](https://www.peerlab.ai/library/peak-performance-morning-routine-checklist/): Checklist. The exact pre-9am sequence: body, orientation, vocal priming, visualization, that gets top performers to their first call already regulated and in state.
- [Post-Rejection Recovery Checklist](https://www.peerlab.ai/library/post-rejection-recovery-checklist/): Checklist. A 10-minute, minute-by-minute ritual to run within an hour of losing a deal, so the loss stays contained to itself instead of leaking into your tone, pacing, and confidence on the next call.
- [Procurement Negotiation Checklist](https://www.peerlab.ai/library/procurement-negotiation-checklist/): Checklist. The 22-point pre-call checklist for surviving a professional buyer's playbook: authority mapping, non-price levers, and escalation lines set before procurement ever gets you on the phone.
- [Psychological Safety Checklist for Sales Teams](https://www.peerlab.ai/library/psychological-safety-checklist-sales-teams/): Checklist. 14 observable markers of whether your team will actually tell you a deal is dying while there's still time to save it, or wait until the forecast call forces the truth out.
- [Qualification Stage-Gate Checklist](https://www.peerlab.ai/library/qualification-stage-gate-checklist/): Checklist. The exact exit criteria a deal must clear at each pipeline stage before it's allowed to move forward in the CRM: built so 'stage' reflects real qualification, not just days since the last call.
- [Quota Fairness & Sandbagging Audit Checklist](https://www.peerlab.ai/library/quota-fairness-sandbagging-audit-checklist/): Checklist. A structured 17-point audit that surfaces the quota-setting patterns: sandbagged territories, stacked ramp assumptions, uneven TAM, comp-history bias: that quietly convince reps the number is rigged, before that belief shows up as attrition.
- [RevOps Tech Stack Audit Checklist](https://www.peerlab.ai/library/revops-tech-stack-audit-checklist/): Checklist. Map every tool that touches your funnel from first-touch to renewal, then flag the overlapping licenses, dead integrations, and data leaks quietly costing you money and corrupting your forecast.
- [Sales Burnout Warning Signs Checklist](https://www.peerlab.ai/library/sales-burnout-warning-signs-checklist/): Checklist. The 12 early behavioral tells: across withdrawal, output, tone, and attendance: that show up 6-8 weeks before a rep is already gone, with a scoring system that tells you exactly when to step in.
- [Sales Compensation Plan Design Checklist](https://www.peerlab.ai/library/sales-compensation-plan-design-checklist/): Checklist. A 20-point pre-launch checklist that catches the pay-mix, accelerator, cap, and payout-mechanics mistakes that don't show up until the first commission run goes wrong.
- [Sales Content Audit Checklist](https://www.peerlab.ai/library/sales-content-audit-checklist/): 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.
- [Sales Culture Audit Checklist](https://www.peerlab.ai/library/sales-culture-audit-checklist/): Checklist. A scored diagnostic checklist across five culture domains plus an anonymous pulse survey, built to surface toxic quota pressure, sandbagging, and burnout risk months before they show up as attrition.
- [Sales Enablement Content Audit Checklist](https://www.peerlab.ai/library/sales-enablement-content-audit-checklist/): Checklist. A checklist for inventorying every training asset against your skill taxonomy, so you can find the competency gaps and kill the duplicates before commissioning anything new.
- [Sales Hire Red Flags Checklist](https://www.peerlab.ai/library/sales-hire-red-flags-checklist/): Checklist. 22 concrete warning signs to catch across the resume, reference checks, and live interview before you extend an offer, with guidance on which ones are hard stops.
- [Sales Kickoff 12-Week Planning Checklist](https://www.peerlab.ai/library/sales-kickoff-12-week-planning-checklist/): Checklist. A week-by-week runbook for planning a sales kickoff end to end, covering theme, logistics, content, and post-event reinforcement, so nothing falls through the cracks.
- [Sales Manager Coaching Cadence Checklist](https://www.peerlab.ai/library/sales-manager-coaching-cadence-checklist/): Checklist. The exact weekly, monthly, and quarterly rhythm top sales managers run to build rep skill on purpose, instead of only coaching when a forecast is already in trouble.
- [Sales Ops Weekly Reporting Checklist](https://www.peerlab.ai/library/sales-ops-weekly-reporting-checklist/): Checklist. The Friday-to-Monday run-of-show for RevOps: every data pull, sanity check, and escalation flag needed before the pipeline meeting starts, laid out in the order you actually work it.
- [Sales Rep LinkedIn Profile Optimization Checklist](https://www.peerlab.ai/library/sales-rep-linkedin-profile-optimization-checklist/): Checklist. The full profile audit: headline, banner, About section, Experience, and Featured, that turns a static resume page into an asset that gets connection requests accepted and cold outreach actually opened.
- [Sales-to-CS Handoff Checklist](https://www.peerlab.ai/library/sales-to-cs-handoff-checklist/): Checklist. The information that must transfer from AE to AM/CSM at close, organized into eight categories, so the first 90 days don't start with a scramble.
- [SDR 90-Day Ramp Checklist](https://www.peerlab.ai/library/sdr-90-day-ramp-checklist/): Checklist. A week-by-week onboarding checklist covering the first dial, first meeting, and first pipeline dollar across three 30-day phases, with manager check-in cadence and red-flag triggers.
- [SDR Outbound Ramp Skills Checklist](https://www.peerlab.ai/library/sdr-outbound-ramp-skills-checklist/): Checklist. The exact skill milestones a new SDR should be able to demonstrate by week 4, week 8, and week 12 of outbound ramp: so ramp reviews are based on observed skill, not tenure.
- [Self-Coaching Call Debrief Checklist](https://www.peerlab.ai/library/self-coaching-call-debrief-checklist/): Checklist. The self-review questions to run against your own call recording on the weeks nobody else has time to listen: organized by call phase, ending in one specific change for next time.
- [Territory Whitespace Analysis Checklist](https://www.peerlab.ai/library/territory-whitespace-analysis-checklist/): Checklist. A five-phase, step-by-step audit for finding under-covered accounts and orphaned patches before you touch a territory map.
- [Verbal-to-Signature Checklist](https://www.peerlab.ai/library/verbal-to-signature-checklist/): Checklist. The 14 steps between 'we're moving forward' and ink on paper, built to catch the silent deal-killers that stall verbal commitments in procurement and legal.
- [Virtual Demo Tech-Check Checklist](https://www.peerlab.ai/library/virtual-demo-tech-check-checklist/): Checklist. The pre-call checklist that eliminates the #1 demo killer: a tech failure in the first 90 seconds: organized by T-24h, T-2h, T-15min, and T-2min.