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Sales kit is the documents used in the business activities of goods or services of the enterprise. A normal sales kit will have documents, forms, stationery that salesmen need to bring when meeting with customers. In which, the documents are texts that provide information about products and services for customers to refer to and make decisions.

Firstly, sales kit helps increase sales efficiency, because sometimes salesmen can forget some important details that can affect customers’ decisions. Sales kit always summarizes complete and accurate information about products or services from simple to complex.

Secondly, sales kit also helps sales staff get acquainted and understand the product quickly, without having to spend a lot of time going to the production site but still understand the whole process. And so, new salesmen can also get to work right away. In addition, sales kit is like a support for salesmen to be more confident when working with customers,

Thirdly, sales kit shows a flexible and lively product presentation, which is easier to attract customers.

Finally, because customers often do not make purchasing decisions right away while talking to sales staff but need time to think, sales kit acts as a set of documents that customers can learn at any time.

• Business card (name card): A business card records your name and contact address so that customers can contact you when they have questions or make a purchase decision.
• Folder – document clip: This is a cover used to clip important documents together. A folder will help to organize documents scientifically, easily search and avoid loss. In addition, it also helps you become more professional in the eyes of customers.
• Company profile: This is a brief introduction about your business, introducing customers to who you are, and is also a way to show the prestige of the brand to customers.
• Catalogue/Brochure: It summarizes the product categories that you are selling. Giving a catalogue to customers is a way to introduce products to them that is used in many places.
• Price list: One of the important information that customers want to know is the price information of each product. A detailed quotation will save time in communicating with customers.
• Contract/Order: Normally, this will be a document recording the terms of sale between the two parties.
• Envelope: Envelope is a way to secure documents and also a form of spreading the company’s identity image.
• Vouchers and flyers: Along with other publications, sales kits always have information about special promotions for customers.
• In addition, there are some other documents.

Step 1: Determine customer requirements

The first step in every business activity is always to determine customer requirements. From there, you will design the most suitable sales kit, targeting the customer. For example, if the customer wants to know the details about the production and operation process of the product, these two pieces of information need to be detailed and highlighted.

Step 2: Come up with design ideas

Each brand has its own characteristics, so there will be no standard for sales kit design. The design depends entirely on the product/service, the company’s message as well as the customer’s requirements.

Here, research on demographic and psychological factors will help the designer choose the most suitable layout and color.

Step 3: Build detailed content

Although the form is what impresses customers, it is only the appearance. New content is what customers spend a lot of time digging into every detail. To get a content, you need to build an outline of the items you want to talk about in advance, and then review it with the customer’s requirements to see if anything needs to be added or edited. The content also needs to follow the design concept and be closely linked together.

In addition, the content included in the sales kit needs to be concise and clear, but still ensure that it clearly explains the advantages of your product or service. Building good detailed content will effectively support salesmen to persuade customers more effectively.

Step 4: Implement sales kit design

After having the design framework in step 2 and detailed content in step 3, we will proceed to design the documents in detail. Here, designers need to ensure the overall layout and also pay attention to how to implement each small detail in the most sophisticated and professional way.

Whether a sales kit is eye-catching and attracts customers or not, whether it is successful or not depends a lot on the design stage. Therefore, brands need to research and create unique and novel designs that still reflect the characteristics of the business and the content they are aiming for. The design process often takes a lot of time to edit before the final product is produced.

Step 5: Complete printing

The previous 4 steps of the process have produced a finished product that is a complete design in both content and form. The final stage is printing these publications. The prints need to have good quality paper, images, and colors. That is also a measure of the customer’s professionalism of a company. Therefore, brands should invest in this printing as carefully as possible.