Make a Call

Referral Trigger for the week of May 27
What to DO to GET Referrals
Grow: Cultivate | Make A Call
Conversation lead by the Candler Park  Team

  and The person who makes the first move gets the credit – and the benefit.

Where in your business do you take the initiative instead of more comfortably waiting for the prospect to make the next move?

How did you learn to do this valuable thing?

6 Responses to Make a Call
  1. Kelly Vandever
    May 24, 2019 | 1:23 pm

    In my business, if my prospective home buyer has not already been pre-approved by a lender, I tell them that I have a lender we work with and I’ll have the lender reach out to them for pre-approval. By being proactive and passing a long the contact information of the prospective buyer, it helps a prospective buyer know what they can qualify for, it helps me see that they’re serious so I’m not spending time with someone who has no intention of buying, and it helps us both know that we’re focusing our search on great homes that make sense for them. I learned this technique from James, another member of the Brewer Home Team.

  2. Richard Blount
    May 24, 2019 | 3:19 pm

    Once we start working with a clients website (whether it’s a new build or an existing website), the primary concern is usually style, functionality, and getting it to rank high in Google search results. The style, functionality, and suggested keywords are part of the initial conversations we have when we start the project. Most clients only know of a hand full of keywords that they believe people use to find them on Google. We use keyword suggestion tools to find more (usually stronger and more popular) keywords that are related to the initial list. But we also scout the websites of their competition and find out what keywords they are using. We use software that will show us what keywords their competition is using in case there are words and phrases they are using that our client didn’t think of. We put all these together and use only the most popular and strongest keywords (rated by amount of searches and difficulty) and present them to the client for approval and to narrow down the amount keywords. These extra steps work to help our clients website rank higher in Google search results.

  3. Jessica Walker
    May 29, 2019 | 12:42 pm

    In my business, I give prospective clients top notch support even before they enroll in a program with me. I have a process that keeps a person feeling informed and cared for even before they officially become a client of mine.

    When a prospective client makes a Discovery Session appointment, they are able to pick the day and time that works best for them from my calendar scheduler on my website. All the availability on my side is already published in the scheduler…no back and forth phone tag necessary. The person gets immediate confirmation for their appointment along with a questionnaire that they are encouraged to complete before our scheduled meeting. The prospective client can complete the questionnaire online and save it directly in the private client portal on my website that’s created when they book their appointment in my calendar scheduler.

    This process is a great benefit for my prospective clients because we can spend our 45 minutes Discovery Session diving deeply into their health/wellness concerns and how I can serve them, rather than wasting precious time collecting name/address-type information. The benefit for me, is that I have some prior insight (accessible anywhere that I have internet access) into where the conversation will go and I can do some research or gather some helpful resources to pass along after the meeting as part of my follow-up emails. My being ready prior to a Discovery meeting with insights, resources, and deep questions makes my prospective clients feel like they are heard and understood and that their health/wellness concerns are taken seriously by someone who cares.

    In addition, my calendar scheduler is configured to send out an email reminder both 24 hours and 1 hour before the meeting. And I can see immediately if they prospective client has shown their enthusiasm for the coaching process (and whether it’s possible they are or aren’t a good fit for my type of program) by looking for their completed questionnaire on my website.

  4. Betty Emrey
    May 29, 2019 | 2:27 pm

    Once a client has said they’re interested in doing a project, if I don’t hear from them within the expected timeframe, Sometimes I’ll send an email or call them to check in around what’s going on. When I’ve done this, I’ve discovered in some cases that the project actually was on hold because of budget issues or missing information, etc. Other times, the delay was simply because my client was too buried to pick up the phone and give me the go-ahead. Either way, it’s good to know.

  5. Allyson McCarthy
    May 29, 2019 | 4:21 pm

    When working on design concepts with my clients, scheduling timely meetings is extremely important to meet deadlines. Deadlines could be self imposed by the client or may be driven by board’s application date like a variance or historic review. Submitting for a variance or historic board could take three months and in town cities like Decatur currently have a two month permit review back-up. Many of my clients don’t realize this when talking deadlines plus consideration for timely decision making. Therefore, I will reach out to schedule meetings in advance which gives me a deadline to prepare for, organizes my schedule and let’s the client know when we will be talking next. As my schedule and a client’s can become a couple weeks out, it is really important to communicate meeting times or deadlines will be missed.

  6. Hannah Carswell
    June 3, 2019 | 8:13 am

    When working with a potential client, I make sure to balance giving them the space to make a decision and regularly following up. Since working with me requires small business owners to hand over some control of the administrative details of their businesses for the first time ever, it can be a hard decision, and I want to be sure we have built a trusting relationship first.

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