Free International Client Sales Checklist Template
International Client Sales Checklist
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Prepared by: |
[Your Name] |
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Company Name: |
[Your Company Name] |
Client Information & Initial Contact
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Verify the client’s company name, contact details, and location.
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Identify the key decision-makers and stakeholders.
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Set up communication channels like email or phone.
Needs Assessment & Product Fit
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Understand the client’s needs and challenges.
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Tailor your sales pitch to meet the local market requirements.
Pricing & Currency
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Confirm the pricing structure for the client’s region.
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Make sure to account for taxes, duties, and other fees.
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Agree on the payment terms, like upfront payment or installments.
Legal & Compliance
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Check the legal requirements for selling to clients in that country.
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Prepare contracts and documents that meet local laws and regulations.
Cultural Sensitivity & Communication
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Learn about the client’s cultural preferences and communication style.
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Adjust your approach to align with their cultural norms.
Shipping & Delivery
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Confirm the shipping methods and timelines.
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Ensure all necessary customs paperwork is ready for delivery.
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Agree on the delivery terms and logistics.
Sales Documentation & Agreements
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Prepare the sales contract with clear terms for payment, delivery, and warranties.
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Include any region-specific clauses in the contract.
Follow-Up & Relationship Building
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Schedule follow-up meetings to discuss any further questions.
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Provide additional resources or training to help the client succeed.
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Collect feedback after the sale to improve future sales.
Post-Sale Support
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Confirm that customer support is available in the client’s region.
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Offer training or ongoing support as needed.
