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(Your Name), Inc. Referral Process

(Your Name), Inc. Referral Process. Referral Goals, ID Referral & Lead Sources, Targets. Establish Contact Strategy. Sales Call / Contact Reluctance. Contact. Qualification. Proposal, Presentation, Close.

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(Your Name), Inc. Referral Process

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  1. (Your Name), Inc.Referral Process • Referral Goals, ID Referral & Lead Sources, Targets • Establish Contact Strategy • Sales Call / Contact Reluctance • Contact • Qualification • Proposal, Presentation, Close • Exceptional Client Service;…Account Rounding, Referral Generation, Renewal Reviews, Coverage Upgrades, Up-Sell, Cross Sell…

  2. (Your Name), Inc.Referral Process ID Referral & Lead Sources, Targets Establish Contact Strategy (Your Name) Referral Goals Research & Verify

  3. (Your Name), Inc.Referral Process ID Referral & Lead Sources, Targets Establish Contact Strategy (Your Name) Referral Goals Research & Verify Overcoming Sales Call Reluctance Establish Appointment Aim & Rehearse Make Appointment Execute Contact Strategy Continuously Outbound Contact

  4. (Your Name), Inc.Referral Process ID Referral & Lead Sources, Targets Establish Contact Strategy (Your Name) Referral Goals Research & Verify Overcoming Sales Call Reluctance Establish Appointment Aim & Rehearse Make Appointment Outbound Contact Execute Contact Strategy Continuously What will Qualify the Account ? N Is There an Opportunity? Qualified Opportunity? N Y Y Go to Your Sales Process Map

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