Outbound Audit Checklist
A weighted checklist across eight areas of outbound, with a dashboard that shows your biggest leak.
Excel checklistExcel (.xlsx)40 minutesSales teams
What is inside
- 40 checks across eight areas: targeting, data and contacts, messaging, channels and sequencing, replies and handoff, measurement, deliverability and compliance, and people and routine.
- Impact-weighted scoring, so a critical gap counts for more than a minor one.
- A dashboard with a score for each area and a chart.
- Your three biggest leaks, ranked automatically.
- A compliance warning that flags weak deliverability and UK GDPR and PECR basics.
- A notes column for owners and due dates, so findings turn into actions.
Who it is for
Sales leaders and founders running outbound, or inheriting it, who suspect it is leaking somewhere.
How to use it
- Open it and fill in the yellow cells with real, current examples.
- Read what it flags, and pick the one or two things that matter most.
- Share it with the people who need to act, and revisit in a month.
Why we made it
Because outbound often fails quietly, in places nobody is looking.
What it will not do
It finds the leaks. It does not fix them. Compliance items are prompts, not legal advice, so check them with your own adviser.
Keep going
Use it with.
- PDF checklistFree
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