Prepare for the customer (pre-approach).

Preparation should include

  • becoming familiar with products or services
  • keeping abreast of industry trends and competitors
  • researching potential customers
  • becoming familiar with the company’s policies and procedures. 

Process/Skill Questions:

  • How can a salesperson become familiar with the products or services they are selling?
  • Where should a salesperson look for industry trends?
  • Why is the pre-approach an important part of the sales process?
  • How can knowledge of company policies and procedures empower a salesperson to meet the customer’s needs/wants?
  • How do e-commerce retailers prepare for customer sales?