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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.

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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

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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 .

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Sales Demonstrator Audit Checklist

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.

by Hazel Haines, from the Community

10+

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Truck and Trailer Pre Demonstration Checklist

This checklist helps sales teams prepare and present truck and trailer equipment safely and professionally. It covers parking on level ground, orienting the vehicle, operating tow bar and trailer winches, unhooking chains and power cables, securing locks and pins, moving and parking the truck, lowering equipment, removing and storing control panel covers, powering on equipment, and loading golf balls for the demonstration. Use it to verify site contact details, document decision makers, and capture signatures and dates. Ideal for pre demo setup, risk reduction, and consistent customer experiences.

by Hazel Haines, from the Community

10+

Get

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Pre-Production Walkthrough Checklist

Use this pre production walkthrough checklist to prepare a job site before work starts. Record job details and personnel, review safety plans and required training, confirm PPE and safety gear, assess access and ladder needs, and plan special equipment such as dump trucks, generators, lifts, and cranes. Capture logistics and materials staging to align sales, foreman, and crews and reduce risk on day one.

by Bill Childress, from the Community

10+

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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

Pre Event Checklist for Retail Events

Use this pre event checklist to prepare shopping centers and retail venues for event days. Verify staffing and security coverage, brief teams on procedures, set up queue barriers, check maintenance and consumables, and ensure public toilets and sanitizing stations are ready. Reduce risks, improve crowd flow, and deliver a safe, efficient customer experience.

by Vladislav Petrov, from the Community

10+

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Truck and Trailer Post-Demonstration Checklist

This post-demonstration checklist helps sales demonstrators safely pack down and secure a truck and trailer after a demo. Record client and site details, contacts, and decision makers. Follow key steps: empty hopper, lower and power off equipment, replace control panel covers, winch trailer and tow bar to full height, lock pins, release winch strain, position the truck tow bar, lower the trailer onto the tow bar, lock with a padlock, reattach chains, reconnect the lights power lead, and take photos before departure. Finish by capturing signatures and dates. Intended as a starting point and not a substitute for professional advice.

by Hazel Haines, from the Community

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