Connect customer research with a repeatable sales process
The checklist starts with customer personas and market demand, then maps awareness, interest, consideration and purchase. Digital presence and content planning support those stages, while customer records and follow-up connect acquisition with retention. Measurement and process documentation provide a way to review the system as a whole.
Use it to identify missing materials, unclear handoffs and opportunities to make the customer experience easier to follow.
What you’ll find inside
- Customer personas and journey touchpoints
- Awareness content and product demonstrations
- Consideration offers and purchase preparation
- Digital presence, content and email planning
- Relationship management and performance review







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