Verification

Verified

Department

Marketing

Type

Standard Procedure

Use Cases

Requests

Standard Operating Procedure (SOP) for Requesting the Creation of Sales Collateral

The marketing team will often be responsible for creating external facing collateral for marketing and sales purposes. Before submitting a request for new material, use this SOP to help make the request and creation process as smooth as possible.

1. Determine the need for sales collateral: Before requesting the creation of sales collateral, ensure that there is a specific need for it. This can include new product launches, promotions, events, or any other marketing activity.
2. Identify the target audience: Identify the target audience for the sales collateral, including their demographics, preferences, and interests. This will help in creating effective and targeted sales collateral.
3. Gather the necessary information: Gather all the necessary information required for the sales collateral, including product details, benefits, features, customer testimonials, and any other relevant information. You can also provide any design preferences, such as color schemes or imagery, to the creative team.
4. Submit a request: Submit a request for the creation of sales collateral to the relevant department or team. This can be done via email, project management tools, or other communication channels.
5. Provide clear instructions: Ensure that your request includes clear instructions on what you want to be created, the purpose of the collateral, the target audience, and any other relevant details. This will help the creative team to create the sales collateral that meets your needs.
6. Set a deadline: Set a realistic deadline for the completion of the sales collateral. This will help the creative team to prioritize the task and ensure that the collateral is delivered on time.
7. Review and approve the collateral: Once the sales collateral has been created, review it carefully to ensure that it meets your expectations and requirements. Provide feedback and request any necessary revisions before approving the collateral for use.
8. Distribute the collateral: Once the sales collateral has been approved, distribute it to the relevant team or target audience via the appropriate channels, such as email, social media, or print media.
9. Monitor the results: Monitor the performance of the sales collateral and track its impact on sales or other relevant metrics. This will help to assess the effectiveness of the collateral and identify any areas for improvement in future campaigns.

By following this SOP, you can ensure that your request for sales collateral is clear and specific, and that the resulting collateral is effective in achieving your marketing goals.