Module 06 · Checklist

Sales Checklist

A founder-led checklist to qualify, sell, close and secure every candidate without missing a step.

0 of 37 completed

Compensation & Next Steps

0/2

Compensation requirements — can we be attractive / competitive?

Arrange next steps — keep momentum

Technical Interviews

0/2

Are they at the level we’re looking for?

Is the team selling throughout the process?

Time to Hire & Concerns

0/8

Are we moving quickly — proactive booking, no unnecessary steps?

Any concerns from their side? Have I done discovery throughout the process?

Any changes in their situation?

Have I probed into this?

Do they need more information to address any of these?

Do they need to speak to another member of the team?

Can we be flexible / accommodate to address any of these?

Do they fully understand the role, responsibilities, growth plans etc.?

Offer Preparation

0/1

Do we know exactly what we will offer (base + bonus + equity split — exact number)?

Trial Close / Suppose Test

0/3

Will they accept based on conditions we are happy to offer?

Was it a 10/10 will definitely accept?

Did they give their word that if conditions discussed were met they’d drop other processes, resign and start on the agreed date?

Back to Discovery

0/2

What would get them to a 10/10 — what concerns need addressing?

What about other offers / processes? Is this contingent on what happens elsewhere?

Verbal Offer

0/4

Did they accept verbally?

If yes — send physical offer within 24 hours

If not — why not? Any conditions they need changing? Can we adapt?

Are they waiting for another offer? Back to discovery...

Signed Contract & Post-Offer

0/5

Keep in touch — invite to meet the team, drinks, dinner, trips, events etc.

Counter offers — are they expecting one? What’s the norm at their company?

Have you asked them about this — anything that could get them to accept a counter offer?

Is there really any pressing issue with their current job that a counter offer could solve?

Have you prepped them on how to politely decline a counter offer?

How to use this checklist

Work through each section in order as the candidate progresses.
Check items off only when you have real evidence, not assumptions.
Use the notes field to capture concerns, commitments and next actions.
Print or save as PDF before an offer call so nothing is forgotten.
If a candidate is not at 10/10 commitment, go back to discovery.