Unlock Maximum Sales Synergy after your Acquisition: Get Your Free Integration Checklist!

Integrate your Sales Teams at the next level!

70% of acquisitions fail. Don't become a statistic

Crush Acquisition Challenges with Our Essential Sales Integration Checklist

Merging sales teams after an acquisition has many potential points of failure. Avoid these pitfalls by addressing the most important aspects of integrating your acquired and existing sales teams.  This free download will:

  • Expand upon the ten focus areas you need to consider when integrating  an acquired Sales Team
  • Recommend the priorities for your integration process, so that you will have minimal disruption to your employees and the revenue they generate
  • Support your future integrations and the different challenges they will bring, as the expansive list addresses tasks encountered in different types of acquisition
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Chris Perfect

MEI Rigging & Crating

Director of Corporate Development

Uninterrupted Sales Income

Intista's Sales Integration Checklist is a great tool to use when bringing two separate teams together, with all its supporting elements in place. There are other tools for merging sales teams, but this is the best there is for mid-size M&A integration. I recommend that you download and use this tool when planning next steps.

How do you use this checklist?

Our checklists are templates, or lists of "Standard Tasks". These are tasks and projects that you should consider for every acquisition integration you do. In addition to these generic tasks, each business brings its specific needs to an integration. So how do you use our checklist on your very specific integration?

  1. 1
    Download our Sales Integration Checklist
  2. 2
    Before you acquire a business, learn what is special and specific about your upcoming acquisition
  3. 3
    Add additional tasks to the checklist that address these integration-specific needs
  4. 4
    After the acquisition is announced, you can move to the detailed design of these projects. Work with your new colleagues to validate your list of tasks and amend them
  5. 5
    Apply project management principles of assigning a task owner and schedule. Track progress and support the teams
  6. 6
    When the integration is near completion, update your template with tasks and feedback you received. This will make it better for the following acquisition integration
  7. 7
    If you're finding the integration cumbersome, we can come in as a valued resource

Students of our Certified Acquisition Integration Manager (CAIM) program get access to our full suite of more than 25 templates and checklists.

Click here to learn more our 5 week self-paced M&A integration certification program, or schedule a call with us for one-on-one consulting.

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Small business Simple Integration Method

Task list development is a key part of Intista's Certified Acquisition Integration Manager training program.

Our training walks you through our Small business Simple Integration Method (SSIM). Click here to learn more

About Intista

From the onset, we saw the need for acquirers to pay close attention to their human capital and experience by promoting the personnel who were invested in it's success. However, smaller businesses were either using an overly complex process - or no process at all, so we went back to first principles and created the Small business Simple Integration Method™ (SSIM™). It 

  • Provides a logical step process, playing to the agility of smaller businesses
  • Identifies clear roles, responsibilities and priorities that are appropriate for the work ahead
  • Communicates to all stakeholders with easy-to-understand, unambiguous language

The SSIM™ is central to our mission in empowering and supporting acquirers to successfully integrate their acquisitions with size-appropriate process and engagement.


Jeff ProvostFounder

I've done a lot of strategy and execution work with companies looking to grow and was looking for a good framework to use to help get a tricky M&A business integration back on track after a year of challenges faced by the leadership team.  Going through the CAIM program and getting access to the great tools and resources has helped me to get this integration on track and build the framework for the next acquisition in the coming year.

Tony MulvahilDirector

Exceeded expectations. Substantial spreadsheets and checklists to support integration activity.

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