Free International Client Sales Checklist

Client Information & Initial Contact

• Verify the client’s company name, contact details, and location.

• Identify the key decision-makers and stakeholders.

• Set up communication channels like email or phone.

Needs Assessment & Product Fit

• Understand the client’s needs and challenges.

• Tailor your sales pitch to meet the local market requirements.

Pricing & Currency

• Confirm the pricing structure for the client’s region.

• Make sure to account for taxes, duties, and other fees.

• Agree on the payment terms, like upfront payment or installments.

Legal & Compliance

• Check the legal requirements for selling to clients in that country.

• Prepare contracts and documents that meet local laws and regulations.

Cultural Sensitivity & Communication

• Learn about the client’s cultural preferences and communication style.

• Adjust your approach to align with their cultural norms.

Shipping & Delivery

• Confirm the shipping methods and timelines.

• Ensure all necessary customs paperwork is ready for delivery.

• Agree on the delivery terms and logistics.

Sales Documentation & Agreements

• Prepare the sales contract with clear terms for payment, delivery, and warranties.

• Include any region-specific clauses in the contract.

Follow-Up & Relationship Building

• Schedule follow-up meetings to discuss any further questions.

• Provide additional resources or training to help the client succeed.

• Collect feedback after the sale to improve future sales.

Post-Sale Support

• Confirm that customer support is available in the client’s region.

• Offer training or ongoing support as needed.

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