Are you a Virtual Assistant or an OBM and need help with your intake form questions? Pre-qualifying potential clients so you don’t waste your time on sales calls is a no-brainer. Asking the most strategic questions is harder than it looks. I’ve put together a review to show you some of the do’s and don’ts to consider as you assess the effectiveness of your client vetting.
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Building Relationships
Research + Pre-qualify buyers before the sales conversation
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Why You Need A Business Coach Who Is Also A Sales Coach: A blog talking about the importance of having one service provider who gives you business coaching and sales coaching in one package.
Read MoreThis week’s review is a business operations specialist and Integrator.
Read MoreThis week I review the intake form of an Operations Expert with 16 yrs experience.
Read MoreIn this interview, you’ll hear me share:
How to use your intake form as a sales tool.
How to use your intake form to gather marketing language
How to ask questions that help you, screen clients, for fit
How to use your intake form as a relationship-building tool
If you’re ready to up your intake form game, listen below.
Read MoreThis week’s review is a GREAT example of what NOT to do.
You might catch yourself thinking that this review is all stop, don’t do this and you are right.
I need to show you what the rules are before we can attempt to break them.
Because in the online space, you’ll see a million copy cat questions and most of them are going after the same kinds of answers.
But rest assured, I am here to show you a different way to ask for the sale.
Read MoreIn the entrepreneur space, we’re constantly being told to niche down. We offer niche services, work with niche clients, create niche products. We work hard to get as specific as we can in our business. This is the story and the behind the scenes conversation about how and why I created my Instagram weekly feature, my Intake Form Review.
Read MoreToday’s intake form review and accompanying sales page copy reflect a common mistake I see business owners making when it comes to intake forms.
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