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Jake & Samantha Aldridge Session 4
Meet Jake and Samantha WB 43
Objectives: Jake and Samantha ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WB 43
Tools to Build Your Client Base ,[object Object],[object Object],[object Object],[object Object],[object Object],WB 44
Getting Clients in the Office ,[object Object],WB 45
Prior Client Calling Program (PCCP) ,[object Object],[object Object],[object Object],[object Object],WB 46
Prepare for the Client to Arrive WB 47
Set Expectations Questions to ask Introduce yourself Set expectations 7216, CSA, Privacy Policy WB 48
Engage the Clients WB 50 Client Segment
Engage the Clients What questions will you ask Jake and Samantha to keep them engaged and make them feel Connected? WB 50
Engage the Clients Newly empty nest - Son, Jeremy, 18, and on his own Jake - same company since college, likes fishing Samantha - start a proofreading company next year; likes to read Sci-Fi WB 51
Engage the Clients ,[object Object],[object Object],WB 51
Review the Return ,[object Object],[object Object],WB 52-53
Review the Return ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WB 54
Online Evaluations  and Knowledge Checks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Presentation Ntp 04 Aldridge Pt 1