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Sales Presentation Checklist

Checklists prevent you from forgetting things. Many times, we as human beings tend to skip many things knowingly or unknowingly. Checklists, however, lays stringent benchmarks for each and every process and see the functioning to be fool-proof. There is a wide range of checklists practiced all over and below are few sales presentation checklist templates for you.

Or, imagine you’re in a sales role and have a long list of people who you need to talk to. You write out a checklist of everyone you need to call and every client you need to see, and start prioritizing.

Run through these checklists allocating priorities from A (very important, or very urgent) to F (unimportant, or not at all urgent). If too many tasks have a high priority, run through the list again and demote the less important ones. Once you have done this, rewrite the list in priority order.

Write in all of your tests, quizzes, paper due dates and other important events. (Go ahead and add birthdays, weekends home, sporting events, plays etc. – time management with this to do checklist sample is not about punishment!)

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