250 Marketing & Sales Checklists (PowerPoint PPTX Slide Deck)

BENEFITS OF THIS POWERPOINT DOCUMENT

1. Provides a comprehensive system for aligning marketing and sales efforts to drive consistent revenue growth.
2. Delivers actionable checklists to streamline campaign execution, optimize customer journeys, and improve conversion rates.
3. Equips your team with ready-to-use tools for planning, implementing, and scaling modern marketing and sales strategies.

SALES PPT DESCRIPTION

This product (250 Marketing & Sales Checklists) is a 467-slide PPT PowerPoint presentation slide deck (PPTX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives

Unlock Business Growth with the Ultimate Marketing and Sales Checklists Toolkit (250 Expert Checklists & 400+ Slides)

In today's hyper-competitive business environment, guesswork is a luxury you can't afford. Whether you're scaling a startup, running a digital agency, or managing enterprise marketing operations, execution excellence separates leaders from laggards. That's where the Marketing and Sales Checklists Toolkit comes in – your complete, ready-to-implement solution for driving real results across your entire go-to-market strategy.

✅ 250 fully-structured marketing and sales checklists
✅ 400+ expert-designed slides
✅ Built for marketers, sales leaders, consultants, and growth teams

Why This Toolkit is a Game-Changer for Business Growth
If you're tired of theory and need real, repeatable systems that drive revenue, this toolkit delivers. With 250 checklists spanning every facet of modern marketing and sales – from lead generation and SEO to CRM, conversion optimization, influencer marketing, and beyond – this toolkit helps you operationalize success.

No fluff. No filler. Just practical execution tools.

Get Marketing and Sales Aligned – Finally
The age-old war between marketing and sales ends here. This toolkit is engineered to synchronize strategies, integrate campaigns, and create end-to-end alignment from brand awareness to closed deals and long-term customer retention.

Use these checklists to:
•  Define buyer personas, map the customer journey, and segment high-value audiences.
•  Build cohesive campaigns using content, SEO, social media, paid ads, and email – all tracked and measured.
•  Equip your sales team with enablement tools, scripts, and process checklists to close faster and more effectively.
•  Retain customers with powerful onboarding, feedback loops, and loyalty tactics.

Designed for Speed, Precision, and Scale
This isn't a "basic" or "beginner" template pack – it's a battle-tested operational toolkit created for professionals who need to move fast and scale smart. Whether you're launching a new product, entering a new market, or turning around underperforming campaigns, this toolkit provides plug-and-play precision.

It works across industries – B2B, B2C, SaaS, agencies, e-commerce, and enterprise. Use it to onboard new team members, run audits, execute quarterly campaigns, or overhaul your revenue operations.

Start Driving Results Immediately
Each checklist in this toolkit is designed for immediate action. Whether you're launching a campaign tomorrow or planning for Q4, you can jump in, customize, and deploy.
No need to build from scratch. No wasted hours. No guesswork.

CONTENT OVERVIEW
1. Welcome to the Toolkit
• 1.1. Overview of the Toolkit
• 1.2. How to Use This Toolkit
• 1.3. Purpose and Benefits
• 1.4. Why Marketing and Sales Matter
• 1.5. Target Audience
2. The Importance of Marketing and Sales in Business Success
• 2.1. The Relationship Between Marketing and Sales
• 2.2. The Role of Marketing in Building Awareness and Demand
• 2.3. The Role of Sales in Converting Leads to Customers
• 2.4. Customer-Centric Marketing and Sales
• 2.5. The Evolution of Marketing and Sales in the Digital Age
3. Key Concepts in Marketing and Sales
• 3.1. Marketing Fundamentals
•  3.1.1. The Marketing Mix (4Ps/7Ps)
•  3.1.2. Segmentation, Targeting, and Positioning (STP)
•  3.1.3. Customer Journey and Buyer's Funnel
• 3.2. Sales Fundamentals
•  3.2.1. The Sales Funnel
•  3.2.2. Prospecting and Lead Generation
•  3.2.3. Qualifying Leads and Closing Deals
• 3.3. The Integration of Marketing and Sales
•  3.3.1. Alignment Strategies for Seamless Collaboration
•  3.3.2. Marketing-Sales Handoff Best Practices
4. Modern Marketing and Sales Frameworks
• 4.1. Inbound Marketing vs. Outbound Marketing
• 4.2. Account-Based Marketing (ABM)
• 4.3. Customer Relationship Management (CRM) Systems
• 4.4. Sales Enablement Frameworks
7. Setting the Stage for Success
• 7.1. Defining Your Marketing and Sales Goals
•  7.1.1. SMART Goals (Specific, Measurable, Achievable, Relevant, Time-bound)
•  7.1.2. Aligning Goals Across Teams
• 7.2. Understanding Your Target Market and Audience
•  7.2.1. Market Research Techniques
•  7.2.2. Analyzing Customer Behavior and Preferences
• 7.3. Budgeting for Marketing and Sales Initiatives
•  7.3.1. Resource Allocation
•  7.3.2. ROI Measurement
10. Best Practices in Marketing and Sales
• 10.1. Effective Communication Between Marketing and Sales
• 10.2. Creating High-Quality Content for Engagement
• 10.3. Continuous Learning and Adaptation
• 10.4. Leveraging Customer Feedback for Improvement
• 10.5. Consistency in Branding, Messaging, and Strategy
11. Getting Ready to Implement the Checklists
• 11.1. Understanding the Purpose of Checklists
• 11.2. How to Use Each Checklist Effectively
• 11.3. Prioritizing Tasks and Tracking Progress
• 11.4. Customizing the Checklists for Your Business Needs

Checklists
1. Market Research
1. Customer Persona Development Checklist
2. Competitive Analysis Checklist
3. SWOT Analysis Checklist
4. Market Segmentation Checklist
5. Survey Design Checklist
6. Data Collection Checklist
7. Customer Feedback Analysis Checklist
8. Focus Group Setup Checklist
9. Industry Trend Tracking Checklist
10. Buyer Behavior Analysis Checklist
2. Branding
1. Brand Identity Development Checklist
2. Brand Message Consistency Checklist
3. Visual Branding Guidelines Checklist
4. Brand Voice Consistency Checklist
5. Brand Positioning Checklist
6. Logo Design Checklist
7. Brand Storytelling Checklist
8. Brand Differentiation Checklist
9. Brand Recognition Checklist
10. Brand Launch Checklist
3. Content Marketing
1. Content Strategy Development Checklist
2. Blog Post Creation Checklist
3. Video Marketing Checklist
4. Infographic Production Checklist
5. Case Study Creation Checklist
6. Social Media Content Checklist
7. Email Newsletter Checklist
8. Content Distribution Checklist
9. Content SEO Optimization Checklist
10. User-Generated Content Checklist
4. Search Engine Optimization (SEO)
1. On-Page SEO Checklist
2. Keyword Research Checklist
3. Backlinking Strategy Checklist
4. Technical SEO Checklist
5. SEO Audit Checklist
6. Local SEO Checklist
7. Mobile SEO Checklist
8. SEO Content Optimization Checklist
9. Website Speed Optimization Checklist
10. Google Analytics Setup Checklist
5. Social Media Marketing
1. Social Media Strategy Checklist
2. Social Media Profile Setup Checklist
3. Content Calendar Checklist
4. Hashtag Strategy Checklist
5. Social Media Engagement Checklist
6. Social Media Advertising Checklist
7. Social Media Analytics Checklist
8. Influencer Marketing Checklist
9. User-Generated Content Checklist
10. Crisis Management on Social Media Checklist
6. Email Marketing
1. Email List Building Checklist
2. Email Campaign Strategy Checklist
3. Email Segmentation Checklist
4. Email Subject Line Optimization Checklist
5. Email Copywriting Checklist
6. A/B Testing for Emails Checklist
7. Email Design Checklist
8. Automation Setup Checklist
9. Email Performance Analytics Checklist
10. GDPR Compliance Checklist for Emails
7. Paid Advertising (PPC)
1. Google Ads Campaign Setup Checklist
2. Facebook Ads Campaign Setup Checklist
3. Keyword Targeting Checklist
4. Budget Management Checklist
5. Ad Copy Creation Checklist
6. A/B Testing for Ads Checklist
7. Landing Page Optimization Checklist
8. Conversion Tracking Checklist
9. Audience Targeting Checklist
10. Campaign Performance Analytics Checklist
8. Lead Generation
1. Lead Magnet Creation Checklist
2. Landing Page Design Checklist
3. Lead Qualification Checklist
4. Lead Scoring System Checklist
5. Lead Nurturing Strategy Checklist
6. Email Drip Campaign Checklist
7. Social Media Lead Generation Checklist
8. Referral Program Checklist
9. Inbound Marketing Strategy Checklist
10. Cold Calling Checklist
9. Sales Process Optimization
1. Sales Funnel Creation Checklist
2. Lead Qualification Checklist
3. CRM Setup Checklist
4. Sales Script Development Checklist
5. Cold Outreach Checklist
6. Sales Pipeline Management Checklist
7. Sales Call Preparation Checklist
8. Proposal Writing Checklist
9. Follow-up Strategy Checklist
10. Sales Closing Techniques Checklist
10. Customer Relationship Management (CRM)
1. CRM Selection Checklist
2. CRM Integration Checklist
3. Customer Data Management Checklist
4. CRM Customization Checklist
5. Sales Pipeline Setup in CRM Checklist
6. Lead Management in CRM Checklist
7. CRM Reporting Checklist
8. Customer Support Integration Checklist
9. CRM Automation Setup Checklist
10. CRM Analytics and Optimization Checklist
11. Sales Enablement
1. Sales Training Materials Checklist
2. Sales Playbook Development Checklist
3. Sales Content Creation Checklist
4. Sales Tools Setup Checklist
5. Sales KPIs Definition Checklist
6. Competitive Intelligence for Sales Checklist
7. Sales Collateral Checklist
8. Onboarding New Sales Reps Checklist
9. Sales Coaching Checklist
10. Performance Review Checklist for Sales Reps
12. Customer Retention
1. Customer Onboarding Checklist
2. Customer Satisfaction Survey Checklist
3. Loyalty Program Checklist
4. Post-Sales Follow-up Checklist
5. Customer Support Response Checklist
6. Customer Feedback Loop Checklist
7. Churn Prediction and Prevention Checklist
8. Customer Referral Program Checklist
9. Re-engagement Campaign Checklist
10. Customer Education Content Checklist
13. Event Marketing
1. Event Planning Checklist
2. Event Promotion Checklist
3. Speaker and Talent Coordination Checklist
4. Event Registration Checklist
5. Venue Selection Checklist
6. Event Branding Checklist
7. Event Sponsorship Checklist
8. Event Budgeting Checklist
9. Event Content Creation Checklist
10. Post-Event Follow-up Checklist
14. Influencer Marketing
1. Influencer Identification Checklist
2. Influencer Outreach Checklist
3. Influencer Contract Checklist
4. Campaign Performance Metrics Checklist
5. Influencer Content Approval Checklist
6. Influencer Compensation Checklist
7. Brand Alignment Checklist
8. Influencer Marketing Strategy Checklist
9. Micro-Influencer Strategy Checklist
10. Social Proof and Testimonials Checklist
15. Public Relations (PR)
1. Media Outreach Checklist
2. Press Release Writing Checklist
3. Crisis Communication Checklist
4. Media List Development Checklist
5. Event PR Checklist
6. Brand Mention Monitoring Checklist
7. Media Coverage Report Checklist
8. Reputation Management Checklist
9. Influencer and Media Relationship Building Checklist
10. Press Kit Development Checklist
16. Conversion Rate Optimization (CRO)
1. A/B Testing Checklist
2. Landing Page Optimization Checklist
3. Heatmap Analysis Checklist
4. User Experience (UX) Audit Checklist
5. Form Optimization Checklist
6. Call-to-Action (CTA) Testing Checklist
7. Cart Abandonment Checklist
8. Mobile Optimization Checklist
9. Website Speed Optimization Checklist
10. Conversion Tracking Checklist
17. E-commerce Marketing
1. E-commerce Website Optimization Checklist
2. Product Page Design Checklist
3. E-commerce Funnel Checklist
4. Checkout Process Optimization Checklist
5. E-commerce Email Campaign Checklist
6. Retargeting Ads Checklist
7. Seasonal Promotions Checklist
8. Abandoned Cart Recovery Checklist
9. Customer Reviews Strategy Checklist
10. Payment Gateway Integration Checklist
18. Video Marketing
1. Video Strategy Checklist
2. YouTube Channel Setup Checklist
3. Video Production Checklist
4. Video SEO Checklist
5. Video Content Calendar Checklist
6. Social Video Distribution Checklist
7. Video Analytics Checklist
8. Video Ad Campaign Checklist
9. Live Streaming Checklist
10. Video Engagement Checklist
19. Affiliate Marketing
1. Affiliate Program Setup Checklist
2. Affiliate Recruitment Checklist
3. Affiliate Relationship Management Checklist
4. Commission Structure Checklist
5. Affiliate Payment System Checklist
6. Affiliate Marketing Campaign Checklist
7. Affiliate Tracking Setup Checklist
8. Affiliate Content Guidelines Checklist
9. Performance Monitoring Checklist
10. Affiliate Program Optimization Checklist
20. Product Launch
1. Product Launch Timeline Checklist
2. Product Messaging Checklist
3. Pricing Strategy Checklist
4. Product Packaging Checklist
5. Launch Event Checklist
6. Media Outreach for Launch Checklist
7. Social Media Launch Checklist
8. Influencer Partnership for Launch Checklist
9. Post-Launch Feedback Collection Checklist
10. Product Performance Analysis Checklist
21. Customer Feedback and Surveys
1. Survey Design Checklist
2. Survey Distribution Checklist
3. Customer Satisfaction Survey Checklist
4. Net Promoter Score (NPS) Survey Checklist
5. Post-Purchase Feedback Survey Checklist
6. Email Survey Checklist
7. Feedback Analysis Checklist
8. Customer Review Request Checklist
9. Focus Group Preparation Checklist
10. Product Feedback Collection Checklist
22. Pricing Strategy
1. Competitive Pricing Analysis Checklist
2. Value-Based Pricing Checklist
3. Dynamic Pricing Strategy Checklist
4. Discount Strategy Checklist
5. Price Testing Checklist
6. Price Elasticity Analysis Checklist
7. Bundling Strategy Checklist
8. Payment Plans Setup Checklist
9. Price Communication Checklist
10. International Pricing Strategy Checklist
23. Mobile Marketing
1. Mobile-Friendly Website Checklist
2. Mobile App Marketing Checklist
3. SMS Marketing Campaign Checklist
4. Push Notification Strategy Checklist
5. Mobile SEO Checklist
6. Mobile Ad Campaign Checklist
7. Mobile Landing Page Optimization Checklist
8. Mobile Conversion Optimization Checklist
9. Location-Based Marketing Checklist
10. Mobile Analytics Checklist
24. Analytics and Reporting
1. KPI Definition Checklist
2. Web Analytics Setup Checklist
3. Social Media Analytics Checklist
4. Email Campaign Reporting Checklist
5. Sales Funnel Analytics Checklist
6. A/B Testing Analytics Checklist
7. Conversion Rate Reporting Checklist
8. ROI Tracking Checklist
9. Google Analytics Reporting Checklist
10. Marketing Dashboard Setup Checklist
25. Sales Forecasting and Analytics
1. Sales Data Collection Checklist
2. Sales Trend Analysis Checklist
3. Sales Pipeline Forecast Checklist
4. Sales Quota Setting Checklist
5. Sales Performance Metrics Checklist
6. Sales Opportunity Analysis Checklist
7. Sales Conversion Rate Analysis Checklist
8. Forecasting Tools Setup Checklist
9. Revenue Growth Tracking Checklist
10. Sales Team Performance Reporting Checklist

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Source: Best Practices in Sales, Marketing Plan Development PowerPoint Slides: 250 Marketing & Sales Checklists PowerPoint (PPTX) Presentation Slide Deck, SB Consulting