This Episode:​ Quick Holiday Success Checklist For Store Owners

Halloween is over, which means we’ve officially turned the corner into the holidays. Now is the time to get your store in order, and I’ve put together a quick checklist to help you do it. In this episode, I’m walking through the three things to be intentional about before the season takes over: your team, your merchandise, and your marketing.

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So what I’m gonna talk about today is holiday intentionality. Not everyone, but I know a lot of people just go into the holidays, right? You might set your store, order your goods, and then away you go. And I, I know from my own experience and from talking to thousands of retailers that you’ll be a lot better off if you go in with a certain intentionality. That if you understand what you’re trying to do, and you focus on the most important things, that your holiday season will run smoother. You’re going to have a lot less stress. You and your team are gonna have a lot more fun, but most importantly, your customers are gonna get a better experience and you’re going to have better sales this holiday season. So this checklist that I’ve created is really broken into three parts, your team, your merchandise, and your marketing. And so let’s just take a look, and you might wanna make notes here, take notes, and then drop these things into your calendar to make sure that you stay on track, that you do indeed exhibit intentionality. So first of all, let’s talk about your team. So, if you need holiday hires, now is the time to do that. So, what I’m encouraging you to do is to really take a look at what kind of floor coverage you need in December. Ask yourself how many people you need, and if you need people, start to hire right now. Having said that, when you think about the number of people you’re gonna need, I would encourage you to overhire. You know, it’s just one of those facts of life right now that especially with part-time people, there’s a tendency to quit on a dime or to quit, you know, without any notice. So you really want to build a really deep bench this holiday season. The second question to ask yourself is, are they trained? Because There’s nothing sadder than to have somebody come into your store for the first time during the holidays, and they encounter a poorly-trained, unmotivated, bad employee, not giving the kind of experience that you want that first-time customer to get. You know, one of the things to really recognize is that one of your big opportunities For the holidays is not just the sales that happen during the holidays, but your opportunity to take that casual holiday shopper, you know, give them a great first experience, get them into your loyalty program, and then turn them into regular shoppers, year-round shoppers. And if you don’t train your people how to be great employees, For you, they can’t be great employees. It’s just quite, it’s just really that simple. So, we’re not gonna get into training here right now, but they need to be trained 3 ways they need to be trained about the things that are unique to your store, you know, what is your history, uh, what are your policies? How do you handle this? How do you handle that? You know, so there’s that store-level training, there’s product training, and finally, last but Certainly not least, there is sales training. You really wanna get your people understanding how to sell. Product sale training is what you sell, sales training is how you sell it. If you don’t have the retail sales academy yet, now might be the time to do it. Get your people through that training, that customer-focused retail-specific sales training, and you will pay for many years of the retail sales academy. In this year’s holiday season. So that’s really what we wanna do for the holidays. You wanna make sure you have enough people and you wanna make sure that they’re trained so that your customers get the service that they deserve. The second part of this checklist, the second piece of this intentionality is your merchandise. Your merchandise, you know, people are shopping during the holidays, and if you’ve got a great merchandise mix, if your mix is strong, it’s gonna go a long way towards having a great season. So, what I’m encouraging you to do and what we’re offering to you right here is to take a look at what you sell and look at how if you are covered in categories, and if you are covered in price points. So, if you don’t quite know what I’m talking about right now, email me at bob.megan. N E G E N backwards and forwards the same way. At Wizbanktraining.com, and I’ll send you a copy of the merchandise matrix, and you’ll see exactly what you’re, what I’m talking about here. Fill that out. Make sure that you have all the price points covered in all of your major categories. It’s amazing how many people have big holes in their mix. You know, somebody comes in and says, hey, I want a, a gift. Uh, for a teenage boy that costs $20 and you go, oh, I don’t have anything worth $20. So that is a, you know, just a really, really important part of making your mix, your holiday mix, uh, helping you become more successful. Uh, order status. This is something that Susan taught us. My brother Steve and I at the Mackinac Kite Company. If we were running out and we weren’t sure when an order was coming in, all we would do is hope and pray. Oh, I sure hope this comes in. We’re running low or we’re out. And then Susan came to work for us and she had worked at department stores. And so we hoped that key orders came in. She ensured that key orders came in. So whenever and she would place an order, she would ask, when is that going to be shipped? She put it on her calendar when it was supposed to arrive. If it didn’t arrive, she was on the phone. So she didn’t hope, she made it happen. You cannot afford. To be out of key items during the holidays. If you’re running out, get on the phone, bark at people, you know, bark your way up the food chain, but if you are a squeaky wheel, you will get results. And finally, reordering, uh, you know, just put it on your calendar. When I talk about intentionality. You know, if you’re running out of key items, reorder quickly. If you’re uh carrying too much, if things start being identified as dogs, mark them down sooner rather than later. It’s a lot easier to sell something at 20%. 50% off during the holidays, then 50% off after the holidays. But again, it goes back to this idea of intentionality. Don’t just hope, don’t just order a bunch of stuff and hope that it makes its way out of your door through the holiday season. Be intentional. And finally, your marketing. If you don’t have a marketing plan for the holidays, it doesn’t have to be detailed. It’s better if it’s detailed, but it doesn’t have to be detailed. Sit down with a You know, with, with a legal pad and just sketch it out. What are you going to do? What promotions are you going to have? Are you gonna do the 12 days of Christmas? What are you gonna do for emails? What are you gonna do for social media marketing? Are you gonna go live? Are you gonna bring the high school choir in? I don’t know what the answer is, but again, if you’re intentional about your marketing, your marketing is going to be a lot more effective. So you want to plan the promotions, you wanna schedule your emails. You just wanna go into the holiday season with a, and a Intentional plan of what you’re going to do. So that is, you know, again, let’s go back to the, the theme here. The theme is to be intentional. Now, the beginning of November is the time, maybe grab your calendar and a yellow legal pad or a white legal pad, go to the coffee shop, sit down, think about. Your holiday season. Think about the things that I talked about in this checklist. Make sure you have your bases covered. And if you don’t get it, get on it right away. Because once the season starts, that’s all you’re dealing with. So anything that needs to happen during the season needs to be thought of now. So I hope that you find that helpful. If I forgot anything in this holiday success checklist, please put it down in the comments down below. I’ll find someplace to sneak it in later. OK? All right, everybody, I’m Bob Negen, and yeah, we’ll talk next week.