SKILLS GOODIE BAG – A COLLECTION OF TOOLS TO MAKE BUSINESS EASY
STEP 2. EXPLORE
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.
2.1
MAKING CONTACT
2.2
EXPLORATORY MEETING CLIENT INFORMATION PACK
2.3
EXPLORATORY MEETING BUSINESS INFORMATION PACK
2.3.4
What’s important to the client information capture form (Data collection)
2.3.7
Gaining agreement to proceed to the discover stage (Team member script)
2.3.11
Confirmation letter of agreement to proceed to the discover stage (Client comms)
2.3.12
Confirmation letter where recommendation is not to proceed to the discover stage (Client comms)
2.3.13
Confirmation letter where the client decides not to proceed to the discover stage (Client comms)
