Signed Deal Monitoring Checklist – TAPLocal - TAPLocal USA

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Signed Deal Monitoring Checklist

Use This Form To QC Signed Deals As They Come In. Form Will Create A Zendesk Ticket Upon Submission.

Signed Deal Monitoring Checklist

Business/Salesforce Name *

Salesperson *

Checklist *

Read Product Setup
Screenshare (Did the salesperson sell the deal with a screenshare?)
One Call Close (if applicable)
Disclaimer Read
None of the above

Is there anything that was said on the sales call that needs to be included on the product setup? *

Is there anything that Management needs to know that may be or cause an issue with this customer in the future? *

Do you feel the customer has a good understanding and/or expectations with the product or service they've purchased? *

Please list any minutes/times in the call that you feel management needs to listen to. *

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