Sales Checklist

Posted on February 6th, 2008 in Random Stuff by Warren
  • Does the customer know who we are?
  • Is the customer expecting us to bid on this?
  • Does the executive summary address customer needs?
  • Is the executive summary one page or less?
  • Have we replaced all the jargon that’s meaningful only to us?
  • Are we sure that another vendor doesn’t have the inside track?
  • Does the proposal follow the customer’s specified format and outline?
  • Have we removed all the meaningless marketing fluff (e.g. “state-of-the-art”)?
  • Has someone edited out other customer names from boilerplate material?
  • Is the writing clear and forceful rather than flat and technical?
  • Has the proposal been edited so that it contains no glaring grammatical errors?
  • Can the proposal convince the customer that we can actually deliver?
  • Does the proposal define how we’ll measure customer satisfaction?
  • Is the proposal being submitted on time and to the right people?
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