A Seamless Sales Intensive is for you if...
You’re already a recognized expert with a proven method and a track record for getting your client’s stellar results.
You’re a copywriter, interior designer, OBM, OR COACH and you’re looking to create a high touch sales process to pre-qualify buyers.
You’re tired of having a sales process that sounds like everyone else in your industry.
OR MAYBE
You launch a few times a year (think group coaching or Masterminds) and you want a high-touch intake process that does the selling for you.
But you’re not sure what your intake process should look like because you already have a pretty robust pre-work questionnaire.
Inside the 30 Days INTENSIVE:
Two 90 minute sessions with a generous two-week break to tweak and implement changes to your sales process
Collect and assess the history of your buyer’s previous intake answers, strengths and fit for services
Brain Dump: so we can explore what needs to be asked and how and then once we've gathered all of the possible questions I'll help you structure the order of the questions.
An in-depth review of what’s working and not working based on past intake form answers and clients
A deep-dive assessment of your intake form questions and sales strategy
A completed set of pre-qualifying questions - you and I are brainstorming + banging out questions together based on your service offerings and expertise
Co-created - One of a Kind - intake form questions - you and I are brainstorming + banging out questions together based on your expertise
A Google Folder to map out your new intake form questions, sales process, and how to structure it all
2- 90 min Zoom calls- recorded and emailed to you
Seamless Sales Intensive
An action packed deep-dive into your intake process, sales strategy, and client experience.
Ready for a high-touch intake process?
Heads up: the Q’s are designed to get you thinking differently.
Upon completion, we’ll meet to discuss your sales process.
$3,250.00 USD
Here you are, you’ve reached that point in your business where…
You have more leads than you have time and these potential buyers are ready to be wooed.
They already know you're the one, now it's time for you to show them they've made an excellent decision to work with you.
You have the know-how.
You have the framework that’s going to get them where they need to go.
But if your sales process is lukewarm, you will find yourself spending more time selling than actually making an impact!
...which is where I come in…
I’m Heidi Taylor and I’m on a mission to help life-changers craft a rock-solid intake form, vetting process, and sales methodology so that they connect with more of the right clients and feel confident every step of the way.
So you can get busy working with more perfect-fit clients and increasing your impact.
You’re here because you want to offer your clients an exceptional high-touch experience.
An experience that supports your clients and one that isn’t going to drain you in the process and one where you never miss a potential client warning sign or red flag behaviour again.
You want a sales process that methodically and systematically lays the groundwork so that converting great clients is easy!
Ready to clearly and confidently roll out a sales process so that when it comes time to make the ask, you’ve already laid the groundwork?
Ready to free up more time to deliver on what you do best?
I wanted to create an intake form that would help me dig deeper into where a potential client is in their business journey. For years I used a form with general/generic questions that didn’t tell me what I needed to know about the person contacting me, which ended up costing me a lot of time with back and forth emails. NOW, When someone contacts me, I know if we’re a good fit or not which has been a game-changer in signing ideal clients.
Steph Azam Zanganeh, Brand Strategist
I ask great questions yet my intake form was MEH compared to the process I take my clients through at the beginning of a project. I worked with Heidi to create an exciting intake form that helps prospects see what it will uniquely be like working with me. This is a game changing service.
Lisa Ferguson Interior Design
“I knew you'd help me improve my form, and with that, improve the quality of sales conversations I have. I can see that asking the right questions leads to the right clients .The most valuable part (and this surprised me) was how much insight you had into my business as a whole”.
Karen Styles, Coach
"I loved having Heidi’s expert perspective as I updated my intake process. I was too much "in my business" and needed an outside perspective I could trust. She took the time to understand my business and helped me find better questions to ask potential clients so they could be prepared for our conversation and I could avoid some of my past frustrations. Since working with Heidi, my intake process keeps getting smoother and my calendar continues to fill up with perfect-fit clients."
Michelle Clayton, Brand Strategy and Design
Imagine this:
Finally, having an intake form that’s a tool to help you close more sales.
Now, think about this, no more half-assed, half complete, intake forms and no more buyers skipping questions, or quitting halfway through.
After working with me clients walk away with:
✔️Intake form questions that qualify leads for you and prepare clients to work with you
✔️Potential clients who book a call because they are excited to work with you and ready to take the next step
✔️A conversion rate that you are slightly embarrassed to talk about to one that you feel proud of.
✔️ Potential clients who have been through a rigorous intake and sales process that the moment they get started they are ready to get results.
Feeling confident in your sales process - starts with a solid intake form, one that delivers strong buyer information.
Asking better questions means you get straight into the sales conversation feeling confident in the buyer's intentions and your own ability to demonstrate the value of the service you have to offer.
