Checklist Communicating with Prospective Clients

This checklist communicating with prospective clients template has 2 pages and is a MS Word file type listed under our sales & marketing documents.

Sample of our checklist communicating with prospective clients template:

CHECKLIST Communicating with Prospective Clients Before you go into a meeting with a prospective client, you should make sure that you have answers to some of their questions, concerns, and objections. To help you prepare, use this checklist to gain insight into business owners' minds. Business Owners & Executives Seek challenges, initiate activity. Risk takers, nothing ventured; nothing gained. Goal oriented, driven by results. High ego. High energy. Want to win; inherent dislike for losing or failure. Work hard and long to be successful. Seek their own solutions to problems; in this way their independent nature comes into play. Creative and active minds; at times, visionary. Challenge people who volunteer their opinions. Communication "Dos" Provide questions, alternatives and choices for making their own decisions. Be specific and leave nothing to chance. Provide suggested solutions for them to follow. Be isolated from interruptions. Ask specific (preferable "what?") questions