Refer to Sales Memorandum 3 and strategically plan to service the sale with your customer. After closing the sale (getting the customer’s signature), there are several steps to add value and build customer confidence and satisfaction. These steps are important to providing total quality customer service and should provide for repeat sales and a list of referred customers.

Follow the instructions in item 2g of your presentation plan. You need to schedule a future appointment to telephone or personally call and confirm the number of people attending the convention and final room and menu needs (see convention center policies). Also, during this conversation, you may suggest beverages for breaks, audiovisual needs, and any other items that can make this an outstanding convention for your customer.

You should have your calendar available to suggest and write down dates and times for this future contact. Any special materials such as a calendar can be placed in the back pocket of your portfolio. You may want to secure another person to be your customer and practice the customer service strategies you have prepared.

At this point, you should be strategically prepared to make the presentation outlined in Sales Memorandum 3 to your customer. Your instructor will provide you with further instructions.