Hotel Sales Manager Daily Checklist

Use this Hotel Sales Manager Daily Checklist to ensure proper follow-up with clients, review performance metrics, and strategize for increased bookings.

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Hotel Sales Manager Daily Checklist

Morning Tasks

Midday Tasks

Afternoon Tasks

End-of-Day Tasks

Additional Considerations

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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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Hotel Sales Manager Daily Checklist

Use this Hotel Sales Manager Daily Checklist to ensure proper follow-up with clients, review performance metrics, and strategize for increased bookings.

1. Are daily revenue and booking targets checked?

2. Is performance assessed against weekly/monthly objectives?

3. Is a morning briefing conducted with the sales team?

4. Are daily priorities, leads, and strategies discussed?

5. Are important emails from clients, prospects, and team members reviewed and responded to?

6. Are any urgent inquiries or requests followed up on?

7. Is the CRM updated with new leads and opportunities?

8. Is the status of current leads checked and followed up on as necessary?

9. Are competitor pricing and promotions reviewed?

10. Are industry trends and news that could affect sales strategies monitored?

1. Are calls made or personalized emails sent to prospects and past clients?

2. Are follow-up meetings with potential clients scheduled or conducted?

3. Are site visits for potential clients prepared for and conducted?

4. Is the venue ensured to be presentable and ready for tours?

5. Is engagement with local businesses, event planners, and tourism boards pursued?

6. Are networking events or luncheons attended if scheduled?

7. Are sales reports and performance metrics from the previous day analyzed?

8. Are key insights shared with the team, and are strategies adjusted as needed?

1. Are proposals for clients drafted and customized based on their needs?

2. Are proposals submitted in a timely manner?

3. Are contracts for upcoming events or group bookings reviewed?

4. Are follow-ups on signed contracts and deposits done?

5. Are areas for team development identified and training sessions planned?

6. Are best practices and success stories shared with the team?

1. Is the day’s accomplishments and challenges reviewed?

2. Are key learnings and strategies for improvement documented?

3. Are follow-up emails sent to clients and team members as needed?

4. Are reminders for upcoming tasks or meetings set?

5. Are priorities and goals for the next day outlined?

6. Is the schedule updated with appointments and tasks?

1. Are key clients regularly checked in to strengthen relationships?

2. Are updates posted and followers engaged with on social media platforms?

3. Is guest feedback and online reviews monitored to inform sales strategies?