1. Walk-in Customer Handling

Attend walk-in clients professionally

Understand requirements (design, space, budget)

Deliver premium product presentation

Guide customer with design consultation

Build trust and confidence

2. Requirement Capture

Fill Customer Selection Form (Form 1)

Record:

Design selection

Quantities

Client preferences

Reference images

Material selected

3. Order Closure

Convert customer into confirmed order

Handle negotiation smartly

Collect advance payment

4. Onboarding & Expectation Setting

Explain onboarding sheet

Take client signature

Clearly communicate:

Timeline

Process

Deliverables

5. Quotation Preparation

Prepare detailed quotation (codes, qty, pricing)

Share within 24 hours

6. Site Visit Coordination

Schedule site visit with client & site engineer

Cross verify the measurements and check the quote





Revise quotation if required

7. Handover to CRM

Share complete order details

Ensure zero missing information

Drawings, sketches, reference images, selection form all

data to be shared discussed during presentation

8. Cold Calling and Social Media Enquiries

Follow up with social media leads

Zoom presentations and physical meetings to close the

order

Convert leads into sales

Prepare presentations for the meeting

Convert Instagram / WhatsApp / website enquiries into

visits & orders

KEY PERFORMANCE INDICATORS (KPIs)

Monthly sales value

Average order value

Walk-in conversion %

Lead conversion

Follow-ups done

Quotation TAT (

📌 Inside Sales Executive (Bengaluru)
🏢 Celestile
📍 Bengaluru