Ready to get started creating a checklist for your business? Just follow the steps in The Checklist Checklist below: Identify prospect needs. Think about all the decision_making considerations relating to your business. A Realtor could produce a home_buying checklist. A bank could generate a savings strategies checklist. A children\'s retailer could create a baby registry checklist. Keep in mind that each business may have many different customer groups, who could each benefit from a different checklist. Consider the buying process. Another useful type of checklist is one that guides prospects through the buying process. An electronics retailer could produce a TV buying checklist and an invoice software vendor could create a checklist for choosing the right invoicing software.
Next, we transferred the information over to an Excel spreadsheet. It\'s not imperative that you use Excel, or even a computer for that matter, but I always have my computer with me. You can write it down on a piece of copy paper if you have to. I just wouldn\'t recommend Jill\'s Post_It method. That can be okay if you think of something while you\'re out, but don\'t have your checklist with you at the time. Just be sure to transfer it to your checklist as soon as you can. Once everything was transferred to the Excel checklist I had created for her, she told me which items on the list she had finished, and we checked those off. She even remembered a few more ideas she had about the menu, so we entered those in the appropriate section.