Sample Process – Implementation Meeting (Editable)
Use this resource as an example when creating the written process for your implementation or signing meeting with a potential client. Editable document. Download
Tag: Business development
Sample Process – Implementation Meeting
Use this resource as an example when creating the written process for your implementation or signing meeting with a potential client. Download
Sample Process – Proposal Meeting (Editable)
Use this resource as an example when creating the written process for your presentation or proposal meeting with a potential client. Editable document. Download
Sample Process – Proposal Meeting
Use this resource as an example when creating the written process for your presentation or proposal meeting with a potential client. Download
Sample Process – Discovery Meeting (Editable)
Use this resource as an example when creating the written process for your first meeting with a potential client (often called a Discovery or Data-Gathering…
Sample Process – Discovery Meeting
Use this resource as an example when creating the written process for your first meeting with a potential client (often called a Discovery or Data-Gathering…
Prospecting Process Call Scripts and Email Templates
Use these phone scripts and email templates as examples when creating your defined sales process. Download
Stairstep Questions
Use the questions in this resource during your first meeting with a prospect to learn how you can add value to their situation. Download
Discovery Questions
Use the questions in this resource to connect with clients and prospects and help build trust, rapport, and loyal relationships. Download
Example Bio – Carson Wealth
This resource is an example of a Carson Wealth advisor bio that can be included in a prospect packet or other interaction with clients and…