Utah Checklist - Communicating with Prospective Clients

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Multi-State
Control #:
US-03044BG
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The following are some suggestions as to how to effectively communicate with prospective clients or customers.

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FAQ

Basic data about a B2C customer Make sure you get their name, gender, age, profession, location, email address, phone number, and household income. This should be enough to develop a basic profile on your customer and get in touch with them when you need to.

How to Approach Your Potential Customers#1 -Don't initiate conversation with an automated or predefined message. This is one of the biggest turn-offs on social media.Do send personalized messages.#2 -Don't keep the business on top.Do start with pure networking.#3 -Don't just post and forget.More items...?

Maintaining a consistent toneThink of tone on a spectrum. Take the examples above: Anything else? and What else can I help you with?Use positive language.Be brief but not brusque.Reply in a timely manner.Always use your customer's name.Talk their talk.Be careful with jokes.Create a support style guide.More items...

Pick Up The Phone.Ask For Their Feedback.Send A Handwritten Note Or Card.Put Yourself Where Your Clients Already Are.Send Them Something They'd Find Valuable.Show Them You Know What's Important To Them.Offer Value In Your Social Media Posts.Send A Small But Meaningful Gift.More items...?

Here is how you can get everything prepared and ready to sweep the client off their feet in a meeting.Research the client before the meeting.Research the client's competitors.Prepare to give something for free to get the client hooked.Prepare a list of questions.Anticipate the frequently asked questions.More items...?

How To Prepare For a Meeting With a Prospective ClientReview the company's website but go beyond the 'About Us' page.Compare the company's offering to that of its competitors.Check the company's job postings.Learn about the industry.Review the client's LinkedIn profile.Google the client's name.More items...?

Here's what they had to say.Get a good understanding of the commitment.Talk budgetit saves everyone's time.Ask a lot of questions to thoroughly understand how they want your help.Keep quiet!Show that you care.Be kind, be thorough, and ask for help if you need it.Make sure the client feels heard.

Seven ways to prepare for a sales meetingDo your homework. Make sure to find time to get to know the company you're planning to meet, understand their market and the individuals you'll be meeting.Review your pitch.Prepare your questions.Hold a practice meeting.Confirm meeting location.Don't skip sleep.Get motivated!

Smile when you first meet the client, to let them know that you are happy to see them and excited about the prospect of working together. Make eye contact, give a firm handshake, and listen intently when the client is speaking with you.

To get started, try any of these conversational openings:Ask a question (not related to the sale).Say something about the weather.Ask if they are enjoying the event.Ask about their work.Comment on the venue.Praise something they did.Compliment them on their clothing.Ask for help.More items...?

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Utah Checklist - Communicating with Prospective Clients