When a business is looking for a sales checklist tool, they have a few options for how to go about creating one. One of the simplest, and perhaps most accessible solutions, is to utilize a template design.
Templates will provide all of the information that you need and will provide you the opportunity to customize the existing content based on your organization and sales team objectives. There are some people who feel that templates aren't the right solution, but ultimately the decision is up to you based on your business needs.
