Spring is here, and it’s a great time to refresh your business operations! Just like liquidators declutter homes, you can also declutter our processes to run smoother, look better, and sell more. Use this checklist to get your business spring-ready!

Tidy Up Your Business Operations

  • Review contracts: Thoroughly audit and update your client and vendor agreements to ensure they align with your current policies for the new season. Address any necessary adjustments based on past experiences to prevent recurring issues and provide clear terms to clients.

  • Go paperless: Utilize electronic signature applications for client agreements with services like Docusign, Adobe Acrobat Reader and SignWell (free!). Scan important documents and store them digitally with smart naming conventions, making it easier to manage client communication, contracts, and reporting. Less clutter, easier to search and find, meaning more efficiency!

  • Streamline inventory: If you’re spending oodles of time managing inventory by hand with spreadsheets and hand-labeling, maybe it’s time to explore a digital inventory system to track sales and reduce errors.

Refresh Your Sales Setup

  • Inspect equipment: Check tables, display cases, storage containers and signs for wear and tear and repair or replace things as needed!

  • Upgrade presentation: Get rid of last year’s tattered table linens, faded signage, and damaged display materials. Refresh your setup with bright and professional presentation to make a great impression!

  • Organize storage: Reorganize your sale setup kits or workstations or even revamp your organization system to create a tidy workspace. A well-organized setup helps you and your team complete setups and breakdowns more efficiently.

Optimize Your Team and Workflow

  • Hold a spring training: Refresh your staff on best practices for all your processes. Offer a workshop to kick off the season and make sure your team is consistent with pricing, sale setup, and represents your brand professionally.

  • Right-size your team: Analyze past sales reporting to determine the ideal staffing levels and be prepared for when you anticipate large attendance results. Being understaffed or overstaffed can both be costly, so make sure you’re thinking ahead and planning out as best as possible.

  • Streamline processes: Evaluate your team’s workflows and implement checklists – especially digital forms that can be checked off on mobile devices. This adds accountability to defined roles and clarity on the tasks and expectations the workers should deliver. Streamlined processes produce smoother sales and a better experience for your team and clients.

Shine Up Your EstateSales.NET Account

Sellers who complete 100% of their profile get 221% more views than those who only complete up to 40%. Presenting your company in the best light matters down the line!

  • Update Your Company Info: Take the time to review your Company Info in the Company Settings section of your account. Ensure your contact information, logo, social media and terms are up to date, improving customer engagement and communication.

  • Review Lead Settings: Access your Lead Settings to review your notification settings, advertising area and manage canned responses so you can be quick and professional when you respond.

  • Manage Account Users: In your Company Settings section, manage your account users and ensure the right people have the right access.

By checking off these tasks, you'll set yourself up for a smooth, successful, and profitable spring season. Ready, set, refresh!