Stop Using Email in Your Sales Process
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It’s too easy to make assumption in your sales process. One of the most common ones is emailing a prospect a plan, analysis or proposal, assuming they’ll read it and hoping for a reply back that says:
Looks good, we’re ready to move forward with you and to transfer our funds.
You know what I mean, right?
You have a great initial meeting with a new prospect and they agree to an analysis of their financial situation.
You conduct the analysis (typically for free) and you do a brilliant job making your recommendations into a plan. Then you email it to them. Then crickets, no word back.
You then attempt to follow-up with them, but keep getting their voicemail.
This common roadblock happens to most advisors.