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  Section 1  
  Current Budget (Please complete as accurately as possible)
  Annual Marketing Spend
  Annual Sales Training Spend

  Section 2 (Select areas used and give a brief explanation)
  Marketing Strategy Yes No Explanation
  Demographic reports
and data analysis used
  Direct mail
(please state method used)
  Radio
  Yellow Pages
  Local Media
  Member Referral
(Please give info)
  Ex Member
  Free Trials
(Please give info)
  Other

  Section 3 (Select relevant box and add brief details)
  Sales Process (& Tools) Yes No Details
  Dedicated Sales Staff
  Needs Analysis
  Price Presentation Sheet
  Point of Sale Referral
  Lead Tracking System
(Manual or IT)
  Join on the day Offer
  Trial passes

  Section 4 (Confirm which of these reporting processes are used)
  Sales Reports (inc, performance %'s) / Targets Yes No  
  Daily  
  Weekly  
  Monthly  
  Sales Target  
  Attrition Target  
  Net Gain Target  
  Enquiries measured  

  Section 5  
  Profiling Data      
  Total number of contracts and members to date
  Average monthly cash income
  Average joining fee price
  Contract length options
(3 months, 6 months, 12 months)
  Average monthly membership price options

  Your Details
  Club Name    
  Your Name    
  Email Address    
  Contact Number    


To download a printable pdf version of this form Click Here

Thank you for completing the sales audit

Momentum Business Development, 212 Piccadilly, London W1J 9HG
info@momentumbd.co.uk


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