PRESENTATIONS
There are several tools available to support client presentations. ❑ ❑ Computer Generated Estimates ❑ ❑ Mood board ❑ ❑ Williams Sonoma Brand Powerpoint presentation template
❑ ❑ Pinterest Boards ❑ ❑ Ensemble Space Planner PREPAR ING CL I ENT EST IMATES
Many clients will not be ready to make a purchase until a design plan is finalized. Using your notes and the estimate form, always provide clients with a complete estimate of their intended purchases. The customer may choose not to purchase all of the items at once but it is still helpful to provide a complete list (with pricing) of all items they have selected. As a part of the estimate creation process: • Do not generate estimates with promotional pricing. Always write in any sales or special offers and the period of time for which the promotional price will be effective. Only transaction discounts like Gift Registry Completion, New Mover or Military Discount should be reflected on client estimates. • Explain that delivery time frames are estimates and are based on an order date of the current day and are subject to change. • Review any shipping charges — highlighting how individual items will ship and time frames for delivery of each piece. • Estimates may be printed or emailed to the client. Always print at least one copy for the Williams Sonoma Home Order/Estimates Binder. • Share the potential savings for opening a credit card and the potential rewards earned if using a Williams Sonoma credit card. PRESENT ING YOUR DES IGN PL AN AND EST IMATE During the final client consultation, Design Associates will present floor plans and product recommendations. This will most often take place in the store. Once the client has made a final decision (which may or may not be at the end of the consultation) the Design Associate should double check availability and place the order. Any in store items may be rung up at this time and sent home with the client.
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