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Ten Step Sales Pitch Created by DSF Channel
Greet the client ,[object Object],[object Object]
Introduce yourself ,[object Object],[object Object]
Introduce your company ,[object Object],[object Object],[object Object]
Ice Breaker ,[object Object],[object Object],[object Object],[object Object]
Probing 5000 Long Term 30 Years 3Crores Retirement 5000 Long Term 20 Years 30 Lakhs Daughter’s marriage  10000 Long Term 10 Years 50 Lakhs Children’s Education  10000 Medium Term 5 Years 30 Lakhs House How much can you save every month to achieve this goal  Short/Medium/ Long Term Time Horizon Cost of Goal Financial Goals
 
Discussion on Illustration Yes Yes Yes Yes 55 Years Yes Yes Yes Yes 50 Years Yes Yes Yes Yes 45 Years Yes Yes Yes Yes 40 Years Yes Yes Yes Yes 35 Years Yes Yes Yes Yes 30 Years 150000 100000 50000 25000 Age
Objection Handling ,[object Object],[object Object]
Documentation ,[object Object],[object Object]
References ,[object Object]
[object Object]

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Ten Step Sales Pitch

  • 1. Ten Step Sales Pitch Created by DSF Channel
  • 2.
  • 3.
  • 4.
  • 5.
  • 6. Probing 5000 Long Term 30 Years 3Crores Retirement 5000 Long Term 20 Years 30 Lakhs Daughter’s marriage 10000 Long Term 10 Years 50 Lakhs Children’s Education 10000 Medium Term 5 Years 30 Lakhs House How much can you save every month to achieve this goal Short/Medium/ Long Term Time Horizon Cost of Goal Financial Goals
  • 7.  
  • 8. Discussion on Illustration Yes Yes Yes Yes 55 Years Yes Yes Yes Yes 50 Years Yes Yes Yes Yes 45 Years Yes Yes Yes Yes 40 Years Yes Yes Yes Yes 35 Years Yes Yes Yes Yes 30 Years 150000 100000 50000 25000 Age
  • 9.
  • 10.
  • 11.
  • 12.