What must you obtain before conducting an in-home sales presentation?

Before conducting an in-home sales presentation, it is essential to obtain the client's permission and documentation of interest. This step is crucial for several reasons. First, it respects the client's autonomy and ensures that they are willing to engage in a sales discussion, which is key to establishing trust and rapport. Gaining explicit permission helps protect both the salesperson and the client by ensuring that interactions are welcome and consensual.

Additionally, documenting the client's interest provides a record that can be beneficial for compliance with regulations and company policies. It demonstrates that the sales process is conducted ethically and within legal boundaries, which is particularly important in the context of healthcare and insurance products. This documentation can also serve as a point of reference during follow-up interactions, helping to tailor the sales approach based on the client's expressed needs and interests.

While other options like sales presentation materials, marketing brochures, or referrals may be helpful in preparing for a presentation, they do not address the foundational requirement of client consent and interest initiation, which is critical in any sales process.