| Small Business Plans | ||
| "The Sale After the Sale" | ||
| Follow-up Procedure | ||
| Step 1 |
Schedule the Follow-up Meeting |
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| ¤ 7-10 days after their membership is processed | ||
| Step 2 | The Follow-up Meeting | |
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| Open Packet from Pre-Paid Legal Services with New Member | ||
| A. Show the New Member how to access their Provider Attorney Firm | ||
| ¤ Review Titles and Coverage | ||
| B. Show the New Member how to access their GoSmallBiz.com membership | ||
| ¤ Go online to www.gosmallbiz.com | ||
| ¤ Activate membership | ||
| C. Ask New Member for referrals | ||
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| D. Schedule Group Sales Presentation meeting for employees | ||
| E. Discuss signing up New Member as an Associate | ||
| Step 3 | 30 days later, Follow-up phone call to New Member | |
| ¤ Ask: Have you accessed your plan? Any problems? | ||
| ¤ Ask: Do you have any questions about the plan? | ||
| ¤ Ask: Do you have any questions for GoSmallBiz.com? | ||
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Step 4 |
3-6 months later, Preferred in-person meeting |
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| ¤ Ask New Member for a testimonial letter: "What do you like best about your small business plan?" | ||
| ¤ Ask for referrals | ||