Your First Sale Checklist: 5 Steps to get started

5 min. read
Oct 18, 2024
Sale Checklist
Your First Sale Checklist: 5 Steps to get started
So, you’ve launched your D2C business, exciting times! But now, the million-dollar question: How do you land your first sale?

Don’t worry, you don’t need to wait around for things to magically happen. You can take control and start driving traffic to your website with a few simple, no or low budget smart moves.
Here’s a 5-step checklist to help you get your first order and set your business on the path to success.
1) Spread the Word with Your Family and Friends
Your family and friends can be your first customers and biggest supporters. “Word-of-mouth“ where people recommend your products to others, it’s still one of the most powerful ways to grow your business.
Here’s how you can get them involved:
  1. Start with conversations: Ask your family and friends to talk about your business. It could be during a casual chat with their friends or even over a phone call. A recommendation from someone they trust makes others more interested in trying your products.
  2. Social media shoutouts: Encourage them to post about your business on their social media platforms like WhatsApp, Instagram, or Facebook. Ask them to share the link to your website or the products you’re selling.
  3. Offer a small incentive: Give them a discount or a free product for referring new customers to you. This not only makes them happy but also motivates them to spread the word even more.
Think of your family and friends as your first “sales team,” helping you reach more people without spending anything.
2) Tap Into WhatsApp Marketing
WhatsApp is super popular in India, and it’s a great tool for connecting directly with potential customers. You can use WhatsApp to send out updates and promotions, and it’s an easy way to let people know about your business.
Here’s how to use it effectively:
  1. WhatsApp Broadcasts: This feature lets you send a message to multiple people at once, but they’ll receive it as a personal message (not in a group). You can share news about new products, discounts, or any special offers with all your contacts at once.

    Bonus - Watch this video tutorial to know more about setting up WhatsApp campaigns on Smartbiz.
  2. WhatsApp Status: Keep your status updated with offers, behind-the-scenes clips, or even customer testimonials. It’s a quick way to show what’s happening in your business to keep people interested and even start asking questions.
  3. Quick replies: Customers will message you with questions, so respond fast. Whether it’s about pricing, delivery options, or product details, make sure you’re giving them personal attention. People love feeling connected, and quick replies can turn inquiries into orders. It’s simple because you just need to share your website link that already captures all these details.
  4. WhatsApp Re-targeting: If customers visit your website but drop off without making a purchase, you can set up automated re-targeting messages via WhatsApp. This allows you to re-engage potential customers and remind them about the products they were interested in. Learn how to set up WhatsApp retargeting in this SmartBiz tutorial.
WhatsApp is personal and familiar, which makes it a perfect platform for small sellers to build relationships with potential buyers.
3) Master Social Media (Yes, You Can!)
Social media platforms like Instagram and Facebook are free to use and can help you reach more customers. Don’t worry if you’re not an expert, just start simple and you’ll learn as you go.
Here’s what you need to do:
  1. Update your profile: Make sure your social media profile has all the important information, like what you sell and how people can buy from you (add the link to your website). This helps people understand your business right away.

    Watch this video tutorial on Best practices to promote your website on Instagram
  2. Share fun content: Post pictures or videos of your products, maybe even how they’re made. People love seeing behind-the-scenes content. It makes your brand feel real and relatable. Don’t stress too much just showcase your authentic brand. Here are 50 Instagram reel ideas for inspiration
  3. Hashtags to increase reach: Use hashtags like #MadeInIndia, #SupportSmallBusiness, or #IndianCrafts to help people find your posts, just make sure they are relevant to your brand and products. Hashtags work like search tools on social media, they help new customers discover your products.
  4. Engage with your followers: Social media isn’t just about posting, it's also about connecting. Reply to comments, answer questions, and interact with your followers, you can simply add the product links and encourage your followers to make a purchase on your website when they reach out to you on DMs. The more active you are, the more visibility your posts will get.
If you’re not sure what to post? here are somethings that can help you -

* Video tutorial on “Different kinds of Instagram posts & how to best use them

* And 20 story ideas.
4) Leverage Local Communities and Groups
One of the easiest and most effective ways to spread the word about your business is through local communities and WhatsApp groups. People love supporting small businesses, especially those that are locally based or share common interests.
Here’s how you can use this to your advantage:
  1. Join local WhatsApp, Telegram or Facebook groups: Many communities, housing societies, and interest-based groups (like parenting or hobby groups) have active WhatsApp, Telegram or Facebook groups. You can join these groups and casually share your website and product links. With SmartBiz’s WhatsApp integration, sharing product details becomes seamless, making it easier for people to check out your offerings.
  2. Participate in community events: Whether it’s a local market, exhibition, or digital meet-up, these events are great for networking and promoting your brand. Once you’ve shared your website with potential customers, SmartBiz’s order tracking and management ensures you stay on top of multiple orders while giving customers real-time updates.
  3. Offer group discounts: You can encourage group buying by promoting discounts to community members. SmartBiz makes this easy by letting you create custom discount codes, like “LOCAL10” which you can promote to the members of a housing society or community group. It’s a perfect way to reward your loyal local supporters and drive more sales.
With SmartBiz’s easy-to-use tools, you can connect with local communities, offer tailored discounts, and efficiently manage orders, helping your business grow from the ground up.
5) Offer Freebies or Discounts to Build Buzz
We all love free stuff! Don’t we? We’ll it’s a great trick to grab attention and encourage people to give your business a try. Offering something small for free or giving a discount is a smart way to attract your first few customers.
Here’s how you can use this strategy:
  1. Offer samples: If you’re selling physical products, give out samples to potential customers. You can include them with an existing order or hand them out at events or markets. It’s a great way to let people experience your product firsthand.
  2. Share useful content: If you’re selling things like fashion or home decor, share free styling tips or decorating ideas. It helps build trust and shows you know your stuff. Plus, people love getting free advice or guides.
  3. Promote on social media: Use your social media accounts to tell people about your freebie or discount offer. It will get people talking about your business and could even lead to your first sale.
  4. First-time customer discounts: Offer a special discount to first-time customers to encourage them to make that initial purchase. With SmartBiz, you can easily create and manage discount coupons for your first-time buyers. Check out this tutorial on how to create coupons with SmartBiz.
Offering something valuable, whether it’s a product sample or a helpful guide, this gets people interested in your brand and encourages them to make a purchase.

Landing your first order isn’t about luck, it’s about taking small and smart steps that can build awareness and drive action. This checklist will help you get started without needing fancy tools or complicated strategies.

Remember, consistency is key. Keep spreading the word, stay active on WhatsApp and social media, and don’t be afraid to offer freebies or discounts to get customers through the door. Your first order is just the beginning of your business journey.
You’re all set, now go get that first sale!

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