Merchant Workflow Map

In this article, we’ve created a starter Merchant Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Merchant role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Merchant

The path towards better systems and processes in your Merchant role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Merchant Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Merchant

1. Prospecting: Identifying potential customers and gathering information about their needs and preferences.
2. Lead generation: Generating leads through various marketing channels such as social media, email campaigns, and networking events.
3. Qualification: Assessing the potential leads to determine if they meet the criteria for becoming a customer.
4. Needs analysis: Conducting a thorough analysis of the customer’s requirements and understanding their pain points.
5. Proposal: Creating a tailored proposal that addresses the customer’s needs and presents the products or services that can fulfill those needs.
6. Negotiation: Engaging in negotiations with the customer to reach mutually beneficial terms and conditions.
7. Closing the sale: Finalizing the agreement and obtaining the customer’s commitment to purchase the product or service.
8. Order processing: Managing the administrative tasks associated with processing the customer’s order, including documentation and payment processing.
9. Delivery: Ensuring the timely and accurate delivery of the product or service to the customer.
10. Follow-up and customer support: Providing ongoing support to the customer, addressing any concerns or issues that may arise, and seeking feedback for continuous improvement

Business Growth & Improvement Experiments

Experiment 1: Customer Loyalty Program
Description: Implement a customer loyalty program where customers earn points for every purchase they make. These points can be redeemed for discounts, exclusive offers, or free products. The program can be promoted through various channels such as email marketing, social media, and in-store signage.
Expected Outcome: Increased customer retention and repeat purchases as customers are incentivized to continue shopping with the business to earn and redeem loyalty points.

Experiment 2: Sales Training and Coaching
Description: Provide sales training and coaching sessions for the sales team to enhance their selling skills, product knowledge, and customer service. These sessions can be conducted by experienced sales professionals or external trainers who specialize in sales techniques.
Expected Outcome: Improved sales performance, increased conversion rates, and enhanced customer satisfaction due to the sales team’s improved skills and knowledge.

Experiment 3: Streamlined Order Fulfillment Process
Description: Analyze the current order fulfillment process and identify any bottlenecks or inefficiencies. Implement changes such as optimizing inventory management, improving communication between departments, and utilizing technology solutions like order management systems or automated tracking systems.
Expected Outcome: Faster order processing, reduced errors, and improved customer satisfaction due to timely and accurate order fulfillment.

Experiment 4: Online Store Optimization
Description: Conduct a thorough analysis of the online store’s user experience, including website design, navigation, product descriptions, and checkout process. Make necessary improvements to enhance the overall online shopping experience for customers.
Expected Outcome: Increased online sales, reduced cart abandonment rates, and improved customer satisfaction as a result of a user-friendly and seamless online shopping experience.

Experiment 5: Collaborative Partnerships
Description: Identify potential collaborative partnerships with complementary businesses or influencers in the industry. Explore opportunities for joint marketing campaigns, cross-promotions, or co-branded products/services to expand the customer base and reach new audiences.
Expected Outcome: Increased brand exposure, expanded customer reach, and potential new customer acquisition through collaborative partnerships and joint marketing efforts.

Experiment 6: Customer Feedback and Satisfaction Surveys
Description: Implement a system to collect customer feedback and satisfaction surveys after each purchase or interaction. Analyze the feedback to identify areas for improvement and address any customer concerns or issues promptly.
Expected Outcome: Improved customer satisfaction, enhanced customer loyalty, and increased customer retention as the business actively listens to customer feedback and takes necessary actions to meet their expectations.

Experiment 7: Social Media Advertising Campaign
Description: Launch a targeted social media advertising campaign to reach a wider audience and promote the business’s products or services. Utilize platforms like Facebook, Instagram, or LinkedIn to create engaging ad content and target specific demographics or interests.
Expected Outcome: Increased brand awareness, expanded customer reach, and potential new customer acquisition through effective social media advertising campaigns

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.

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