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Seamless Referral Process for Exceptional Client Service

Discover how (Your Name), Inc. streamlines its referral process to achieve sales goals, identify lead sources, establish contact strategies, overcome sales call reluctance, and provide exceptional client service. Learn about account rounding, referral generation, renewal reviews, coverage upgrades, upselling, and cross-selling opportunities. Clarify qualification criteria, proposal presentations, and closing methods for successful outcomes.

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Seamless Referral Process for Exceptional Client Service

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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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