Sales Process Steps Overview

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A set of flashcards covering key steps in the sales process.

Last updated 10:12 PM on 3/16/26
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13 Terms

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1- Pre Sale Prep

1- The initial preparation phase before engaging with potential clients in sales.

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2- Greeting and Warm Up

2- The introductory phase where sales representatives establish rapport with clients.

3
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3- Agenda

3- An outline of topics and activities planned for the sales presentation.

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4- Discovery

4- The process of identifying customer needs and preferences during a sales discussion.

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5- New Owner Workshop

5- A session designed to educate new clients about ownership benefits.

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6- 5 ways

The unique benefits offered to customers that justify the purchase and encourage commitment.

1 Friends or Family

2 Camping

3 Dream Home

4 Reality (renting)

5 Vacation Ownership

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7- Points Presentation

7- The stage where key advantages and features of the product or service are presented.

•WYNDHAM RESORTS

•RCI

•LAST CALLS

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8- Urgency Statement

8- A message designed to encourage immediate action from the potential client.

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9- Property

9- The specific real estate or asset being sold during the sales process.

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10- On Tour Benefits/Recap

10- A summary of benefits highlighted during onsite tours for potential buyers.

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11- Price/T.O

11- The discussion of pricing and terms of ownership in the sales dialogue.

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12- Pull Credit

12- The process of assessing the financial ability of the client to finalize a sale.

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13- Follow Up

13- The process of contacting potential clients after the initial meeting to secure sales.

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