Pre-Sales Checklist

How you approach your day, prior to selling anything, can determine how well you sell yourself, your product, and your services to your customers. Here are 10 pre-sales checklist items to think about before you begin selling each day to ensure you are well-prepared to sell and serve customers.

  1. Know what your competition is doing. If you don’t know, then how can you compete?
  2. Eat a healthy breakfast. Experts say that the most important meal of the day is breakfast. So, to stay on top of your game, make sure your tummy isn’t growling when you’re talking with customers.
  3. Know what your inventory looks like. How can you sell a product if you don’t know what you have in stock?
  4. Know what your price points are. If you don’t know what your price points are for your product or service, you won’t know what to quote to your customers.
  5. Ensure your sales floor is neat, clean, and inviting to customers. If it isn’t, your customers (and sales) may turn right around and walk out the door.
  6. Ensure the pricing on your website is accurate. You wouldn’t want to have to lower the price of your product or service because your website is inaccurate, would you?
  7. Know what you can offer as incentives. If you have a customer on the fence about purchasing from you, know what you can offer as an added ‘bonus’ to help that customer make a buying decision.
  8. Ensure you have enough flyers, pamphlets, brochures, etc. for your customers. The worst thing to happen is to run out of documents while in the middle of the sale. This could cause you to lose your momentum, and the sale.
  9. Know about any changes in your products or services (and in the industry). Don’t be caught off guard by hearing a change from your customer!
  10. Know about any system (generally IT-related) challenges prior to selling. You don’t want to be in the middle of the sale and then find out you can’t sell the product or service because the system is down. Or, worse yet, you don’t want to be in the middle of the sale and find out  you can’t demo your product or service due to IT-related challenges.

What other tips do you have to get ready to sell?

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