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Useful Stuff

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Free Resources

Templates for Business

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Let my team help you

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Ready-Made Online Business Kit

for solopreneurs and indie-founders looking to free up their time for what truly matters.

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Tip: When creating a checklist, focus on the essential steps to keep the process simple and universal. Leave placeholders so it can be adapted to specific business needs.

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Handling Incoming Orders

• [ ] Prepare your workspace
  • Ensure your computer/phone is charged.
  • Check access to CRM, messengers, email, and other tools.
  • Keep a notebook or text document handy for notes.
• [ ] Start the conversation
  • Greet the client: “Hello! Thank you for contacting [Company Name]! How can I help you?”
  • Ask for the client’s name for personalized communication.
• [ ] Identify the client’s needs
• [ ] Ask key questions:
  • What exactly are you looking for? (service/product)
  • What is your expected timeline?
  • Do you have any additional requirements?
• [ ] Collect contact information
  • Client's name.
  • Phone/Email.
  • Confirm their preferred method of communication.
• [ ] Confirm the order details
  • Summarize the key points: “You’d like to order [product/service], expected timeline is [timeframe], and your contact details are [client’s information]. Is that correct?”
  • Outline the next steps: “We’ll send you a confirmation via email.”
• [ ] Check order feasibility
  • Verify the availability of the product/service.
  • Consult colleagues or check the system if necessary.
• [ ] Explain the next steps
  • Inform the client what happens next: “We’ll start processing your order, and you’ll receive a confirmation within [time].”
  • Notify them immediately if there are any delays.
• [ ] Close the conversation
  • Thank the client: “Thank you for your order! We look forward to serving you again!”
  • Record all order details in the CRM or tracking system.

Hi–I'm Eugene Polyansky.

I help indie founders and entrepreneurs stay sane, grow their businesses digitally, and regain the freedom to enjoy life fully.

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