the sales process
An unfortunate reality as an entrepreneur is your ability to sell is almost as important if not more important than your actual skill set. In this session, I will share my sales process from the initial email to signing a contract. I'll cover the details you need to be able to answer without pause about your business, how to know if the client you're talking to is right for you as well as how to stand apart from the other planners the potential client is considering.
LEARn
THE IMPORTANCE OF SELLING AT EVERY OPPORTUNITY
HOW TO MAKE A CONNECTION FROM THE FIRST INTERACTION
QUESTIONS TO ASK TO ENGAGE POTENTIAL CLIENTS AND UNDERSTAND THEIR PRIORITIES
DEVELOPING A PROPOSAL THAT MAKES SENSE
HOW TO SET A FINANCIAL COMFORT ZONE PRIOR TO WORKING TOGETHER
THE IMPORTANCE OF COMMUNICATING YOUR PROCESS
BEST PRACTICES FOR SUCCESSFUL IN PERSON MEETINGS
THE IMPORTANCE AND BENEFITS OF TRACKING ALL INQUIRIES
SUPPORT TOOLS INCLUDE THE INITIAL QUESTIONS WE USE DURING ALL INQUIRY CALLS, AN OVERVIEW OF HOW WE DESCRIBE OUR SERVICES AND OUR INQUIRY TRACKING SHEET
RUN TIME // 21:51 MINUTES
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