presentation ntp 04 aldridge pt 1
TRANSCRIPT
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Jake & Samantha Aldridge
Session 4
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Meet Jake and SamanthaWB 43
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Objectives: Jake and Samantha
Prior Client Calling Program Settlement Options Updates to TPS Warranty Services and Peace
of Mind® Extended Service Plan Recommendations Discounting Appropriately Collecting Payments
WB 43
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Tools to Build Your Client Base
Work in the Simulation for Tools to Build Your Client Base.
Path: myBlock > QuickLinks - Computer-Based Training
link Launch Skills Learning Center myCourses - select Tools to Build Your Client Base
WB 44
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Getting Clients in the Office
What are ways to attract clients to the office?
WB 45
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Prior Client Calling Program (PCCP)
Benefits of Prior Client Calling Program Problems and Solutions with PCCP Tools to help Practice
WB 46
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Prepare for the Client to ArriveWB 47
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Set Expectations
Questions to askIntroduce
yourself
Set expectations
7216, CSA, Privacy Policy
WB 48
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Engage the ClientsWB 50
Client Segment
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Engage the Clients
What questions will you ask Jake and Samantha to keep
them engaged and make them feel Connected?
WB 50
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Engage the Clients
Newly empty nest - Son, Jeremy, 18, and on his own
Jake - same company since college, likes fishing
Samantha - start a proofreading company next year; likes to read Sci-Fi
WB 51
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Engage the Clients
When and how do you have the balance due conversation?
How will you answer questions about their prior- year return?
WB 51
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Review the Return
What do you say when you review the return with the Aldridges?
How did you convey I Am Worth It?
WB 52-53
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Review the Return
What are the Aldridges’ options? Demonstrate conversation
Conversion Body language Benefits of finishing today Solve for conversion risks
WB 54
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Online Evaluations and Knowledge Checks
MBTO Computer-based Training on
Quicklinks Launch to Skills Learning Center
Register for Courses Enroll myCourses Go and Launch