Improve B2B Deal Closing Process with CRM Checklists

Setting up a closing deal checklist is just a very easy to do item that helps turn closed deals into paying customers. As the team grows there are more hand offs between teams ie Sales -> implementation team/finance department/community manager. Often one or two steps get overlooked and result in delays down the road. Below is a quick list to use to make sure all hand offs between teams and systems work. It’s important to make 1 person in charge of finishing the checklist — usually the account rep or when you’re larger the on-boarding specialist .

CRM To Dos

Product To Dos

Billing To Dos (assuming not SMB or self serve product)

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