Start here. One checklist that takes you through the Sales & Marketing pack in the right order – what to do, when, who owns it – with a clickable link to every template, a legal and regulatory map and a full document index.
Sales & marketing
Sales & Marketing – Master Checklist and Document Index
About this document
The front sheet for the Sales & Marketing pack. It takes a business through its sales process from proposal to onboarding, its customer care and complaints, marketing and promotions that comply with the rules, and its partner and event arrangements. Each step names the template to use and links straight to the file, and Part 6 maps the main legal requirements to the templates that help you meet them.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Sales & marketing
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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