Selling Season Prep Checklist
Prepare for Selling Season with this comprehensive checklist for partners' readiness and accountability.
Purpose:To ensure each partner has a structured way to prepare for Selling Season. This checklist captures progress, accountability, and key notes for each core preparation area.
✅ Section 1: ICP & Forecast Readiness
Task | Owner | Status | Notes |
Complete Segmentation Reset Workshop | [Name] | [ ] Not Started / [ ] In Progress / [ ] Complete | |
Finalize ICP Definitions | [Name] | [ ] | |
Set Forecast Targets Using Benchmark Tool | [Name] | [ ] | |
Review Last Year’s Funnel Performance | [Name] | [ ] |
✅ Section 2: Sales & Marketing Materials
Task | Owner | Status | Notes |
Update/Create Payroll Demo Video | [Name] | [ ] | |
Publish or Revise Payroll Landing Page | [Name] | [ ] | |
Build Email Campaign Calendar | [Name] | [ ] | |
Prepare September Email Series (3-part) | [Name] | [ ] | |
Develop Webinar Schedule (Sept–Jan) | [Name] | [ ] | |
Finalize Outbound Script (customized) | [Name] | [ ] |
✅ Section 3: In-Product Strategy
Task | Owner | Status | Notes |
Deploy In-App Prompt v1 (Launch Offer or Feature) | [Name] | [ ] | |
Coordinate Product & Marketing Teams | [Name] | [ ] | |
Plan Additional Prompts (Compliance, Discounts, Upsell) | [Name] | [ ] |
✅ Section 4: Enablement & Internal Readiness
Task | Owner | Status | Notes |
Host Internal Kickoff (Payroll Readiness) | [Name] | [ ] | |
Train Sales Team on New Scripts + Objection Handling | [Name] | [ ] | |
Align Support Team on Selling Season Flow | [Name] | [ ] | |
Ensure Reporting Dashboards Are Live | [Name] | [ ] |
✅ Section 5: Channel & Cross-Sell Planning
Task | Owner | Status | Notes |
Identify 401(k), WC, Benefits Cross-Sell Bundles | [Name] | [ ] | |
Confirm Integration or Partner Links Are Ready | [Name] | [ ] | |
Launch CPA Referral Prep (Starter Pack Review) | [Name] | [ ] | |
Select 3-5 CPAs to Engage by October | [Name] | [ ] |
Tip: If you're an Enterprise or Accelerate partner, share this checklist with your Check team in advance of each check-in.
Questions or want help filling this out? Contact growth@checkhq.com
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Last updated on September 23, 2025