Sales Assistant (General) Workflow Map

In this article, we’ve created a starter Sales Assistant (General) 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 Sales Assistant (General) 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 Sales Assistant (General)

The path towards better systems and processes in your Sales Assistant (General) 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 Sales Assistant (General) 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 Sales Assistant (General)

1. Customer Inquiry: The first stage involves receiving and responding to customer inquiries regarding products or services. This may include answering questions, providing information, or guiding customers to the appropriate department.

2. Product Presentation: Once the customer’s needs are identified, the sales assistant presents the relevant products or services, highlighting their features, benefits, and any promotions or discounts available.

3. Product Selection: The customer selects the desired product or service based on their preferences, budget, and requirements. The sales assistant assists in the decision-making process by providing additional information or recommendations if needed.

4. Order Processing: After the product or service is selected, the sales assistant initiates the order processing. This involves entering the customer’s details, confirming availability, and generating an order or sales receipt.

5. Payment Processing: The sales assistant handles the payment process, ensuring a smooth transaction. This may involve processing cash, credit card, or other payment methods, and providing the customer with a receipt or invoice.

6. Product Preparation: If applicable, the sales assistant prepares the product for delivery or pickup. This may involve packaging, labeling, or coordinating with other departments to ensure the product is ready for the customer.

7. Delivery or Pickup: The sales assistant arranges for the delivery of the product to the customer’s desired location or informs them when the product is ready for pickup. They may coordinate with delivery personnel or provide instructions for self-pickup.

8. Customer Assistance: Throughout the delivery or pickup process, the sales assistant remains available to address any customer concerns or provide additional assistance. This may include tracking the delivery, resolving any issues, or answering post-purchase questions.

9. Follow-up and Feedback: After the product or service is delivered, the sales assistant follows up with the customer to ensure their satisfaction. They may request feedback, address any concerns, or offer assistance with product usage or troubleshooting.

10. Continuous Improvement: The sales assistant reviews the entire service/product delivery process, identifying areas for improvement. They may analyze customer feedback, evaluate sales performance, and suggest changes or enhancements to optimize future service/product delivery

Business Growth & Improvement Experiments

1. Name: Implementing a customer loyalty program
Description: Introduce a customer loyalty program that rewards frequent shoppers with exclusive discounts, personalized offers, and early access to new products. This program can be integrated into the point-of-sale system to track customer purchases and provide targeted promotions.
Expected Outcome: Increased customer retention, higher average order value, and improved customer satisfaction as loyal customers feel valued and incentivized to continue shopping at the store.

2. Name: Conducting customer satisfaction surveys
Description: Develop and distribute customer satisfaction surveys to gather feedback on the shopping experience, product selection, and customer service. These surveys can be conducted through online platforms or in-store questionnaires.
Expected Outcome: Gain insights into areas of improvement, identify customer pain points, and make data-driven decisions to enhance the overall customer experience. This can lead to increased customer loyalty and positive word-of-mouth referrals.

3. Name: Cross-training sales assistants in different departments
Description: Provide opportunities for sales assistants to learn and work in different departments within the retail store, such as customer service, inventory management, or merchandising. This cross-training can enhance their skills and knowledge, enabling them to provide better assistance to customers and contribute to a more efficient operation.
Expected Outcome: Improved teamwork, increased flexibility in staffing, and enhanced customer service as sales assistants gain a broader understanding of the business and can assist in various areas when needed.

4. Name: Implementing a streamlined checkout process
Description: Analyze the current checkout process and identify areas for improvement, such as reducing waiting times, optimizing the layout of the checkout area, or implementing self-checkout options. This can involve investing in new technology or reorganizing the existing infrastructure.
Expected Outcome: Reduced customer frustration, shorter checkout times, and improved overall efficiency. A streamlined checkout process can lead to increased customer satisfaction and potentially higher sales as customers have a positive experience from start to finish.

5. Name: Enhancing visual merchandising techniques
Description: Experiment with different visual merchandising techniques, such as creating eye-catching displays, implementing effective signage, or arranging products in a more appealing manner. This can involve collaborating with the visual merchandising team or attending training sessions to learn new techniques.
Expected Outcome: Increased foot traffic, higher conversion rates, and improved product visibility. Enhancing visual merchandising can attract more customers, encourage impulse purchases, and create a visually appealing shopping environment that reflects the brand’s image.

6. Name: Implementing a sales training program
Description: Develop and implement a comprehensive sales training program for sales assistants, focusing on product knowledge, effective communication skills, and sales techniques. This program can include role-playing exercises, workshops, and ongoing coaching sessions.
Expected Outcome: Improved sales performance, increased upselling and cross-selling, and enhanced customer engagement. A well-trained sales team can confidently address customer inquiries, provide personalized recommendations, and ultimately drive higher sales revenue

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.