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McClellan Fiduciary Corporation

McClellan Fiduciary Corporation. Customer Service Model. Introduction to the Customer. Stand up to greet your customer Offer a handshake and introduce yourself Give a business card to your customer. Ask questions to determine needs

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McClellan Fiduciary Corporation

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  1. McClellan Fiduciary Corporation Customer Service Model

  2. Introduction to the Customer • Stand up to greet your customer • Offer a handshake and introduce yourself • Give a business card to your customer

  3. Ask questions to determine needs Explain products and services in an easy, understandable way Ask for business and close the sale Meeting Your Customer’s Needs

  4. Closing the Transaction • Ask for Referrals • Offer to follow up • Express appreciation for the customer’s business • Follow up with the new customer in two weeks

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