Template

Site Membership Sales Audit Checklist

by Mike Wells, from the Community

10+

Use this Site Membership Sales Audit to evaluate staffing, planning, activity, and review practices across your sales operation. Verify uniform and name badges, ensure rotas cover core hours, confirm reception backup for sales delivery, and check that appointments are visible. Assess 1-31 outreach planners, weekly 1-to-1s from Sales Manager to Customer Advisors, GM weekly meetings, and monthly reviews across GM, SM, and CSM or ASM. Confirm up-to-date SAS materials, whiteboard run-rate tracking, and documentation of coaching from the latest Places Pulse visit. Capture improvement actions and monthly ASM or CSM action plans to drive performance and membership conversions.

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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

About author

Community

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
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Site Membership Sales Audit Checklist

About author

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