Create an effective lead conversion process and systems to exceed client expectations

Establish a lead conversion process – Include Discovery, Presentation and Transaction stages as follows:
Discovery:
 - Take a call from a prospect and find out a little background
 - Suggest a meeting by phone or in person
 - Send pre-meeting material and basic questionnaire
Presentation:
 - Present an internal seminar
 - Determine the next step
 - Send follow-up education materials and the agreement
Transaction:
 - Conduct a new customer meeting
 - Add surprise to the equation
 - Initiate follow-up education

Create your customer kit – Develop the customer kit with the seven components outlined to give to your client following the transaction process.

Surprise and delight – Add a bonus feature to your initial transaction process.

Develop a social media conversion system - Create value and a reason for someone who encounters your business on social media to want to know more.

Customer service plan – Ensure product, process, service or results match the marketing promised.