🛍️ Naples Wallpaper – Standard Sales Procedure

🎯 Goal:

To guide each customer from interest to purchase with expert support, product knowledge, and seamless service.

✅ Step-by-Step Sales Procedure

1. Greet Every Customer Warmly

“Hi! Welcome to Naples Wallpaper. My name is [Your Name]. What brings you in today?”

• Smile, make eye contact, and show enthusiasm.

• Allow them to browse briefly before approaching again if they seem unsure.

2. Ask Discovery Questions to Understand Their Needs

Use open-ended questions to learn what they’re looking for:

• “What room or space are you working on?”

• “Are you looking for something bold, textured, or more subtle?”

• “Have you already selected wallpaper or still exploring options?”

• “Do you need help with measuring or installation?”

Take notes if needed — this info helps you guide them.

3. Present Product Options

Based on their answers:

• Show relevant wallpaper sample books or collections.

• Explain key details: brand, material type (vinyl, grasscloth, peel & stick), durability, washability.

• Offer your recommendation based on the space:

  “For a bathroom, I’d suggest something moisture-resistant like this option here.”

4. Offer Samples or Schedule an Estimate

If they’re unsure:

“Would you like to order samples of your favorites to see them in your space?”

• Log their details in Workiz.

• Create an invoice for samples and process payment.

• Log the order in your Wallpaper Sample Tracking Sheet.

If they’re ready:

“Let’s go ahead and schedule your free in-home estimate. We’ll take exact measurements and calculate how much wallpaper you’ll need.”

5. Calculate Wallpaper & Create Estimate

If they already have measurements:

• Use those to calculate quantity needed and create a quote.
  If not:

• Schedule a site visit for measuring.

• Add client to Workiz and assign an estimator.

Explain:

“We require a signed estimate and deposit to place wallpaper orders and book installation dates.”

6. Finalize the Sale

Once they decide:

• Review the product name, quantity, and lead time.

• Confirm pricing and estimated arrival/installation time.

• Collect deposit and signature.

• Provide a clear copy of the invoice/estimate and timeline expectations.

7. Thank the Client & Offer Continued Support

“Thank you so much for your order! We’ll keep you updated as soon as your wallpaper arrives. Let us know if you need anything before then.”

• Add a follow-up task in Workiz.

• Offer additional services: paint match, custom murals, installation tips.

📝 Key Reminders

• Always enter customer data in Workiz.

• All sales require signed estimates and deposits before ordering.

• Offer upsells only if appropriate: lining paper, adhesive, wallpaper installation.

• Be honest about timelines, shipping, and availability.

• Stay friendly, knowledgeable, and never pressure the customer.