Creating a Sales Strategy: What to Do Before Opening Your Small Business

🧭 1. Define Your Target Market

Why it matters: You need to know who you’re selling to before you can sell effectively.

  • Conduct market research: Use surveys, interviews, and competitor analysis to understand buyer behavior.

  • Create customer personas: Include demographics, needs, preferences, and buying motivations.

  • Segment your audience: Focus your sales messaging for specific groups (e.g., age, income, profession).

🧱 2. Identify Your Unique Value Proposition (UVP)

Why it matters: Your UVP is what sets your business apart from the competition.

  • Ask: What problem am I solving?

  • Clarify: Why should someone choose me over existing options?

  • Focus on benefits, not features: Think outcomes—save time, improve productivity, enhance lifestyle, etc.

📊 3. Analyze Your Competitors

Why it matters: Knowing what your competition is doing helps you refine your strategy.

  • Audit competitors’ pricing, sales tactics, and messaging

  • Identify gaps in their service or delivery

  • Determine how you can differentiate—better service, better quality, better experience

📈 4. Choose the Right Sales Channels

Why it matters: Not every sales channel works for every business.

  • Direct sales (in-store or person-to-person)

  • Online store or marketplace (Shopify, Amazon, etc.)

  • Social media selling (Instagram, Facebook, TikTok)

  • B2B or wholesale partnerships

Choose channels based on where your target audience shops and makes decisions.

🤝 5. Build Pre-Launch Hype & Lead Lists

Why it matters: You don’t want to launch to crickets.

  • Launch a landing page or “Coming Soon” site to collect emails

  • Use social media teasers and behind-the-scenes content

  • Consider pre-orders, referral programs, or giveaways to build early engagement

💰 6. Set Pricing Strategy and Sales Goals

Why it matters: Revenue planning impacts everything—from inventory to marketing spend.

  • Use cost-based, value-based, or competitive pricing

  • Set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound)

  • Define KPIs: Revenue targets, conversion rates, average deal size, etc.

🧠 7. Develop a Sales Pitch & Script

Why it matters: A confident, consistent message improves conversions.

  • Craft an elevator pitch

  • Prepare for objections (pricing, competition, trust)

  • Train any staff to stay on-brand and consistent

🛠 8. Invest in Sales Tools & Systems

Why it matters: Automation and tracking save time and boost performance.

  • CRM software (e.g., HubSpot, Zoho)

  • Inventory/sales tracking tools

  • POS system if selling in-store

  • Email marketing tools to nurture leads

🔁 9. Plan for Feedback & Iteration

Why it matters: No strategy is perfect at launch. Iterate fast.

  • Encourage early feedback (via surveys, reviews, or direct outreach)

  • Track what’s working and pivot quickly

  • Stay agile—your first sales approach is just a hypothesis

✅ Summary Checklist

Task Status
Defined target audience
Established UVP
Competitor analysis complete
Chosen sales channels
Collected pre-launch leads
Pricing strategy + goals set
Sales script/pitch created
Tools and systems in place
Feedback loop established

Would you like a downloadable version of this guide or help tailoring a sales strategy for your specific industry or product?

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