Template

Sales Demonstrator Audit Checklist

10+

This sales demonstrator audit checklist helps teams plan and execute live product demonstrations. Record site details and decision maker contacts, capture photos and videos, and share approved media to social channels. Schedule and confirm meetings, obtain signatures, and log all notes in your CRM to track outcomes. Ideal for field sales teams showcasing equipment or services at customer locations.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .

Template

Sales Demonstrator Pre Demonstration Audit Checklist

This pre-demonstration audit checklist helps sales demonstrators prepare for an effective event. Capture site and decision-maker details, including phone numbers and emails, schedule social media promotions one week, three days, and one day in advance, and verify that required materials and equipment are ready before arrival. Use this checklist to standardize pre-demo planning, reduce last-minute issues, and ensure a professional customer experience.

by Hazel Haines, from the Community

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Template

Social Media Demonstrator Support Checklist

Streamline demonstrations and content publishing with this social media support checklist. Capture client, site, and decision maker details, record phone and email contacts, and confirm posting requirements for Facebook, Twitter, Instagram, LinkedIn, and YouTube. Track sign-offs with dates, verify editing status, and ensure YouTube uploads are completed the same day within one hour of receiving the video. Use this template to standardize approvals, improve turnaround times, and keep all stakeholders aligned across channels.

by Hazel Haines, from the Community

10+

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Template

Sales Audit

This sales audit template provides a structured framework for evaluating the complete customer experience at holiday parks. It covers essential aspects including arrival presentation, sales office standards, and customer documentation processes. The audit examines key areas such as park cleanliness, signage effectiveness, sales team presentation, showground management, and internal documentation practices. It includes evaluation of sales funnels, customer requirement tracking, and on-park marketing effectiveness. The template helps managers ensure consistent service delivery and maintain high standards in holiday home sales operations. It features a detailed scoring system for overall potential owner experience and provides a comprehensive overview of sales performance metrics.

by Jake Harrison, from the Community

50+

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Template

PSI Dealer Visit Checklist

Use this dealership visit checklist to guide in store conversations and audits. Review presentation, signage, stock holding, demonstrator mix, sales performance, PMA and market share, training compliance, customer satisfaction, marketing activity, PAC metrics, service operations, and agreed actions.

by Matthew Tate, from the Community

10+

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Template

Sales Manager Store Visit Guide

This Sales Manager Store Visit Guide helps retail leaders plan, execute, and document high-impact store visits. Capture store details and performance KPIs such as MTD sales, PSPD, PPPD, accessory and protection attach rates, and rep metrics. Observe sales engagements, coach reps, and verify knowledge of carrier promotions and plans. Confirm training completion, staffing, and system access. Check POS and device readiness, signage and price plan accuracy, and inventory across carriers. Conclude with actions, results achieved, and next steps to drive sales.

by Mary Maloof, from the Community

20+

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