Party Planning – Before they arrive.

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Once you know they’re joining your celebration, it is time to make sure they have a good time at the party.


For your business, what things need to be done BEFORE you receive an order to ensure it is smooth sailing from the customer’s perspective?

  • Pre-approve credit
  • Confirm mailing, shipping, and billing addresses
  • Is there anything else they need from you? Samples, drawings, etc.
  • Is production involved? What can you do now to make it seamless later?


You know your business. What are the top 5 things that tend to go horribly wrong (don’t lie to me or yourself – there are at least 3!).


Here are some I’ve heard from other salespeople (or my past experience):

1.    We never ship on time

2.    Without knowing the color/style/size we can’t ship and lots of people forget to include that on their orders

3.    We charge a lot for freight and it freaks out people after they decide to buy

4.    Our credit department wants to know everything about the owner before they’ll extend credit

5.    The paperwork is so extensive many people give up and buy from my competition


Figure out how to make the likelihood of those things happening as close to 0% as you can for your customers. You can also make allowances upfront for what you choose to promise – so even if the worst happens – the customer doesn’t realize it.


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