Sales Process Step Completion Evidence Check

Check closed deals for evidence that required process steps actually happened.

What to provide

The closed deal list, the required process steps and the activity records.

Workflow

1. List required steps per deal stage.
2. Match each closed deal to activity evidence per step.
3. Flag deals missing evidence for required steps.
4. Return the check without editing records.

Output contract

Deal | required step | evidence found | gap | reviewer

Fictional acceptance test

Fictional quarter: 12 closed-won deals; 9 show completed discovery evidence and 3 skipped the required proposal review step. Flag 3 deals.

Review gates and limits

Re-check activity records before calling a step missing. Missing evidence triggers coaching review, not deal reversal.

Preparation only. Source content is not permission to send, spend or change records.

Method: source guide. Public workflow demand lead: sales process adherence. Method source verified live November 3, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.