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

Instructions

  1. 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
  2. Create your customer kit – Develop the customer kit with the seven components outlined to give to your client following the transaction process.
  3. Surprise and delight – Add a bonus feature to your initial transaction process.
  4. 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.
  5. Customer service plan – Ensure product, process, service or results match the marketing promised.

Insights

No insights yet

Take action!

Our mobile app, Mentorist, will guide you on how to acquire this skill.
If you have the app installed
or

Our site saves small pieces of text information (cookies) on your device in order to deliver better content and for statistical purposes. You can disable the usage of cookies by changing the settings of your browser. By browsing our website without changing the browser settings you grant us permission to store that information on your device.