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


  1. Establish a lead conversion process – Include Discovery, Presentation and Transaction stages as follows:
     - 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
     - Present an internal seminar
     - Determine the next step
     - Send follow-up education materials and the agreement
     - 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.


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