Skip to main content

DIRECTLY FROM OUR SEMINARS

PHASE 2 OF PROSPECTIVE CLIENT PLAN – Directly from our seminars.

The Closers Group 4-Phase Prospective Client Plan.

To make sure your firm’s representatives are ready to meet with a client, you’ll want to implement the following 4-phase preparedness plan:

Phase Two: Make a Connection.

• Make sure there are clear lines of communication between your company and the client. Assign internal contacts to appropriate people within the company.

• Communicate with management to learn about additional opportunities.

• If you already have a relationship with the company, reinforce it in a positive manner with regular, open communication.

Meeting with your prospects takes you a step closer to the heart of the CLOSING ZONE, so ensure you and your colleagues are prepared. The more that you know about your prospects, clients, and what to expect, the better your chances are of locking up another win by securing new business.

To achieve victory, a meticulous 4-Phase Prospective Client Plan is essential. Thorough research, clear communication, impactful presentations, and diligent follow-up are the keys to success. Combine this with the Closers Group’s 4-Step Approach, differentiating marketing, business development, business generation, and client retention, to dominate the competition and secure a prosperous future for your professional service firm.

# Sales Acceleration # Building Relationships # Entrepreneurship

closersgroup.com

Allan Colman on stage speaking