MAKE IT HAPPEN |

August 2023

Pre-Season Checklist: Top 10 Must Do's!

Andrea Lucille Pooler

Have you started your preparations and planning for the holiday season? If you have not, THIS is the time when you need to pause, make a checklist, and plan accordingly.

When I had a jewelry retail location, I lived off action item lists and milestone charts. The combination of the two kept me on task and on a timeline to ensure I was prepared for the holiday season. A milestone chart is an excellent tool if you are a visual person, as you can see everything you need to complete by the due date you have chosen.

1. ASSESS YOUR CURRENT INVENTORY AND DETERMINE YOUR TOP SELLERS.

Make your inventory software do the heavy lifting. Generate/customize your reports to identify popular items, restocking needs, and turn-over rates. Use your software’s forecasting capabilities to plan your inventory needs. Include a variety of price points to suit your customer base.

2. AUDIT YOUR WEBSITE.

Do you need to refresh the homepage? Update product photos or descriptions? Is your website mobile-friendly? Is your check-out process seamless? An outdated website will not show your brand in the best light possible.

Midas

14K east to

west safety pin necklace

MSRP $461

midaschain.com

201.244.1150

Michou

Sterling silver ring with citrine

& opal. One of a kind.

MSRP $695

michoujewelry.com

530.525.3320

3. CREATE YOUR MARKETING STRATEGY AND PLAN YOUR SOCIAL MEDIA CALENDARS.

Ensure your digital and in-store marketing themes and promotions are synced and cohesive. If you plan a holiday event in your retail store, promote it with in-store flyers, on your website, and across social media channels. Use tech to streamline tasks using email marketing software, social media tools such as AI writing apps, and postscheduling software.

4. COLLABORATE WITH OTHER LOCAL BUSINESSES, HOLIDAY EVENTS, OR ASSOCIATIONS.

Now is the time to reach out to your community. Work with your town/city leaders to create events that will benefit you and your colleagues’ businesses.

Samuel B.

14k Sterling oval shaped

diamond necklace

MSRP $633

wholesale@samuelb.com

516.466.1826

Inox

Firenze carved steel gold IP

cross pendant

MSRP $60

inox-us.com

203.803.1481

5. VISUAL MERCHANDISING IS A MUST!

If your displays are not organized, then your customers will have a hard time focusing on the product. Take the time to assess your store’s visual appearance. Do your displays look old? Are your designers or collections organized and show off the jewelry in the best possible view? Are your top sellers featured in a high-traffic location? Are you creating a holiday themed window display? Make sure all your visual items are on brand, including your boxes, bags, tissue paper etc., and that you have ordered the quantities you will need.

6. YOUR TEAM IS YOUR MOST IMPORTANT ASSET.

Assess your staffing and training needs. Do you need to hire additional seasonal staff? Make sure your team knows the products, designers, and collections you are selling. Now is the time to provide additional training, not on Black Friday. If you are planning promotions or discounts, be sure your team is aware.

Royal Chain

14k Gold Italian oval link 18” chain necklace

MSRP $720

royalchain.com

800.622.0960

Jewelry Innovations

Serinium® beveled with maple

baseball bat wood inlay

MSRP $663

jewelryinnovations.com

800.872.6840

7. CUSTOMER ENGAGEMENT NEEDS TO BE CONTINUOUSLY NURTURED.

Host special in-store events featuring a designer or trunk show, holiday theme event, or exclusive discounts for your loyal customers. Use your customer relationship management software (CRM) to send targeted emails, SMS, or invites to your special events.

8. REVIEW YOUR SECURITY PROCEDURES.

Is your team following the standard operating procedures (SOP). It is always a good idea to review the practices and retrain, if necessary, before the holiday rush.

Amali Jewelry

Hand-woven earrings in 18k yellow gold and turquoise stones

MSRP $1,045

amalijewelry.com

9. REVIEW YOUR SHIPPING AND RETURN SOPS.

Is the process smooth and efficient? Use tech tools to make this a quick procedure. Do you have your deadlines set for holiday shipping? How are you communicating that to your customers? It needs to be clearly stated online and in-store.

10. WHAT HAPPENS AFTER THE SALE?

Are you following up with your VIP customers? Are you reaching out for feedback and customer reviews? Do you provide sizing, alternations, or other options to ensure your customers will return again and again?

Cheers, and have a great holiday season.