SKILLS GOODIE BAG – A COLLECTION OF TOOLS TO MAKE BUSINESS EASY
Making contact and exploring the client, the business, the value and the offer
Explore is about making the process of first engaging with the potential client as easy as possible, with a range of material ready to be supplied including:
- Checklist and collection forms for initial telephone enquiry.
- Exploratory meeting client information pack – with agenda, travel guide, introduction and more.
- Exploratory meeting business information pack – with checklists, guide, explaining the business and next steps.
The tools are designed to provide each member of your team with the right document required for that stage of the engagement process.
This step also includes additional forms to be used if the client is ready to move to the discover stage.