How To Prepare For A Prospect Call and CLOSE!

Define the intent before you even get on the call. What is the point of the meeting? Do you need to collect information? Do you have something pressing to cover? Don’t be afraid to share some strategies to help the client better understand what you’re going to be doing for them

Make it clear where and when the meeting will take place. If you use a service like Calendly or Google Meet send at least 2 reminds leading up to the time.

Be 3 minutes early, cordial, and focused. You would think this is common sense but you should always show up at least 3 minutes early, and start off the meeting with the usual “small talk” like ‘How are you?’ and ‘What new is going on?’ Outside of that, keep the call on track

RECORD your meetings! I don’t mean just to take notes, but to literally record the meeting. For clients who like to go back and study their calls and trainings, you can offer the recording as an incentive for working with you.

It is important you maintain transparency. No one likes to get on a call and not know that they are being sold.

Ask them if they have any questions that you might not have answered.

"If I, would you?" If I sent you over the invoice, would you be able to clear it today? Use this magic phrase.

Send a follow-up email! Let them know at the end of the meeting you will be doing this regardless of if they work with you or not. This is a time to say thank you and provide additional resources and information.