Streamline your sales strategy with our comprehensive "Sales Kit Template" workflow, from audience analysis to final distribution.
1
Identify the target audience
2
Research on specific needs of target audience
3
Develop unique selling propositions
4
Create draft of key message
5
Approval: Key Message
6
Design draft layout of the sales kit
7
Approval: Design Layout
8
Select sales materials to include
9
Review and write product descriptions
10
Capture high-quality product images
11
Proofread all written content
12
Approval: Content
13
Design final layout
14
Print prototype sales kit
15
Review and assess prototype
16
Approval: Prototype
17
Make necessary alterations
18
Produce final version of sales kit
19
Review final version
20
Approval: Final Sales Kit
21
Distribute sales kit to sales team
Identify the target audience
Who is your target audience? Identify the specific demographic, psychographic, and behavioral characteristics of the people you want to reach with your sales kit. This will help you tailor your content and messaging to their needs and preferences.
Research on specific needs of target audience
What are the specific needs and pain points of your target audience? Conduct thorough research to understand their challenges, goals, and motivations. This will enable you to address their needs effectively in your sales kit.
Develop unique selling propositions
What makes your product or service unique? Identify the key features, benefits, or advantages that differentiate your offering from competitors. These unique selling propositions will be highlighted in the sales kit to grab the attention of your target audience.
Create draft of key message
What is the main message you want to convey through your sales kit? Craft a compelling and concise statement that captures the essence of your offering and resonates with your target audience.
Approval: Key Message
Will be submitted for approval:
Create draft of key message
Will be submitted
Design draft layout of the sales kit
How do you envision the layout and structure of your sales kit? Create a preliminary design that includes sections, headings, and visuals to organize the content in a visually appealing and user-friendly way.
Approval: Design Layout
Will be submitted for approval:
Design draft layout of the sales kit
Will be submitted
Select sales materials to include
What materials do you want to include in the sales kit? Choose relevant documents, brochures, testimonials, case studies, or any other materials that support your key message and provide valuable information to your target audience.
1
Brochures
2
Testimonials
3
Case studies
4
Product specifications
5
Infographics
Review and write product descriptions
What are the key features and benefits of your products or services? Review the details and specifications to write compelling product descriptions that highlight the value they offer to your target audience.
Capture high-quality product images
What are the visuals you want to use in the sales kit? Take high-quality product images or gather relevant graphics that showcase the appearance, functionality, or usage scenarios of your offerings. These visuals will enhance the visual appeal and engagement of the sales kit.
Proofread all written content
Is the written content error-free and polished? Proofread all the text, including product descriptions, key message, headlines, and captions, for grammar, spelling, and clarity. Ensure that the content is consistent and conveys the intended message effectively.
Approval: Content
Will be submitted for approval:
Review and write product descriptions
Will be submitted
Proofread all written content
Will be submitted
Design final layout
Based on the draft layout, refine and finalize the visual design of the sales kit. Pay attention to typography, colors, imagery, and overall aesthetics to create an appealing and professional-looking layout that aligns with your brand identity.
Print prototype sales kit
Print a physical prototype of the sales kit for evaluation and presentation purposes. Make sure the printed materials are of high quality and accurately represent the intended design and content of the sales kit.
Review and assess prototype
Evaluate the printed prototype of the sales kit to ensure it meets the desired standards of quality, design, and content. Assess its effectiveness in communicating the key message and addressing the needs of the target audience.
1
Excellent
2
Good
3
Average
4
Needs improvement
Approval: Prototype
Will be submitted for approval:
Print prototype sales kit
Will be submitted
Review and assess prototype
Will be submitted
Make necessary alterations
Based on the assessment of the prototype, identify any necessary changes or improvements to be made in the design, layout, content, or materials of the sales kit. Make the required alterations to enhance its usability and effectiveness.
Produce final version of sales kit
Create the final version of the sales kit incorporating all the revisions and improvements. Ensure that the design, layout, content, and materials are finalized and ready for distribution to the sales team.
Review final version
Before distributing the sales kit, review the final version to double-check for any errors, inconsistencies, or other issues. Ensure that all the components are accurate, aligned, and cohesive, and that the sales kit effectively communicates the intended message.
Approval: Final Sales Kit
Will be submitted for approval:
Review final version
Will be submitted
Distribute sales kit to sales team
Share the finalized sales kit with the sales team through appropriate channels. Provide clear instructions on how to effectively utilize the sales kit and communicate its value to potential customers. Ensure that all team members have access to the necessary materials and are trained in using them effectively.
