Offer Checklist + Tracker Template
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Closing Template


What steps are part of every close? Include them here.
If certain steps apply or don’t apply to certain departments, you can adjust that in the Department column.

Closing Checklist Template
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Step
Notes
Applicable Department
1
Present Offer
Recruiter presenting offer.
Engineering
Product
People & Ops
GTM
2
Company Email
Send congratulatory e-mails from the team.
Engineering
Product
People & Ops
GTM
3
Hiring Manager Call
Selling call with hiring manager.
Engineering
Product
People & Ops
GTM
4
CEO Sell Call
Selling call with the CEO.
Engineering
Product
People & Ops
GTM
5
Peer Call
Based on interests and goals, set them up with a team mate.
Engineering
Product
People & Ops
GTM
6
Recruiter Check In
Recruiter following up N hours after offer.
Engineering
Product
People & Ops
GTM
7
Team Event Invite
Invite them to a fun team event, such as weekly demos.
Engineering
Product
People & Ops
GTM
8
E-mail from Board
Send request to board members to send congratulatory e-mail.
Engineering
Product
People & Ops
GTM
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