Best Client Workshop 15 February 2021

Questions:

  • How to reach affluent clients
  • Can this apply to marketing efforts outside of PowerCore, and if so, how?
  • Should you narrow in on the questions that are similar? [[Jared Levinson]]
  • How can I pin-point where life and/or health insurance can play into a [[Best Client]] since there are so many different scenarios when it comes to life insurance? [[Susan Pulse]]
  • [[Jamie Wheeler]] How to use – translate this info into my [[InfoMinutes]] especially a [[K?]]
  • How often would the Best 5 clients change? Are should they change?
  • Wish we had a deeper dive into Best Client definition.
  • Possible to do a [[Best Client]] Workshop virtually with category only or Team only?
  • What to define what is “fun”
  • Clients that seem different but still can have multiple similarities
  • I think I need time to sit down and reexamine my clients and learn to apply this first.

Single Best Thing: 

  • 17 Characteristics – the math & formulas on how to figure this out
  • My best clients are not just like me.
  • My best client doesn’t always look like me
  • Breaking down the observable characteristics into 17 categories helps me identify beyond the designer shoes, designer clothes or the advanced degree, ie flying on Delta vs flying Spirit.
  • Really understand what is observable
  • My best client have many characteristics in common
  • 17 Observable characteristics & the 10 minutes to walk around the room & put my input in. [[Susan Pulse]]
  • Epiphany: I actually have best clients that have traits in common
  • That self promotion is more than SELF promotion
  • That I should examine my best client analysis every 18 months! [[Jamie Wheeler]]
  • The power of know in WHO your best client is. Targeting that 90-100% money makers.
  • [[Jared Levinson]] Figuring out which questions are important?
  • My client doesn’t always look like me.
  • The importance of identifying observable characteristics.
  • Listing out questions to try and identify best client worksheet
  • Top 5 clients will/can change – do this 18 months
  • Setting up GateOpeners with qualifying questions to potential prospects.
  • Even though I do not have many clients, they are quantifiable similar.
  • My clients don’t use instagram so I’m wasting my time. (Was this [[Rachel Clifton]]?).
  • Focus energy, marketing on top 10-20% of potential clients (target market)