setting up a sales process

Planning Phase

  • Conduct market research to understand demographics, preferences, and buying behaviors
  • Create customer profiles based on research findings
  • Segment customers based on similarities in needs and preferences
  • Set specific, measurable, attainable, relevant, and time-bound (SMART) goals
  • Determine key performance indicators (KPIs) to track progress
  • Align sales goals with overall business objectives
  • Conduct competitive analysis to determine pricing strategy
  • Consider cost of goods sold, profit margin, and customer perception when setting prices
  • Develop promotion tactics such as discounts, bundles, or loyalty programs

Training Phase

Implementation Phase

Execution Phase

Evaluation Phase

Related Checklists