Sales & Marketing Audit overview,
approach
& format Checklist
This sales and marketing audit overview, approach & format checklist is based on a top
down process that starts with the corporate goals and objectives.
It is the ideal starting point to the question "How to conduct a marketing
audit?". The approach then seeks to audit how well the Sales and Marketing Operations
support the realisation of these corporate goals and objectives.
The steps in the process are:
Briefing
by senior management to understand and validate the overall corporate
vision, goals, and objectives within which the sales and marketing
function operates.
Evaluate
how well the corporate strategy is understood by Sales &
Marketing management and staff and articulated at the more detailed
tactical, policy and operational level.
Appraise
the degree of clarity and appropriateness of the marketing strategy
in pursuit of the corporate and marketing objectives.
Evaluate
the dissemination, understanding, and internalisation of the strategy
throughout the sales and marketing organisation.
Assess
the degree to which the strategies and policies are being implemented
and the effectiveness of the implementation programmes.
Evaluate
the degree to which effective planning and control systems are
deployed and effective.
The 4-page checklist document (a Ms-Word document) is available in two formats (a) A4 paper size and
(b) Letter paper size.
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