Sales Structure Checklist

💼 Sales Structure Checklist

🧱 Foundation

Define your Ideal Customer Profile (ICP)
Map out the customer journey
Clarify your unique value proposition (UVP)

👥 Team Structure

Assign Sales Development Reps (SDRs)
Assign Account Executives (AEs)
Set up a sales manager or team lead

🔄 Sales Process

Define lead qualification criteria
Establish follow-up sequences
Set conversion goals and KPIs

📈 Tools & CRM

Set up CRM (e.g. HubSpot, Salesforce)
Integrate email and pipeline tracking
Enable team performance tracking

🔁 Optimization

Weekly review of team KPIs
A/B test sales scripts and offers
Provide coaching and training sessions