The first time you meet your potential new customer is at the survey.
let's learn how to do this properly and increase our chances of getting a sale over the line.
Key Takeaways From This Video:
- The purpose of the presentation is to discuss the importance of the perfect survey in building trust with customers and securing sales
- The survey is critical in determining whether the customer will choose to work with you or not
- Mastering the survey can greatly improve your conversion rate and lead to business independence
- Customers buy from the person they trust the most, so building trust is crucial
- Tips for a successful survey include: being punctual, wearing clean clothes, accepting a drink, taking off your shoes, using the customer's name, listening carefully, not being a smart ass, educating the customer politely, remaining open-minded, and letting the customer know what happens next and when
- Leaving behind branded brochures or information packs can help the customer remember your business and increase conversion rates
- Following up with the customer after sending a quote is important and can be done manually or through an automated CRM system
- Following up can take time, as customers may take months to make a decision
- Having a proper sales process, including steps such as booking a survey, sending videos, providing quotes, and having design meetings, is essential for success
- The CRM system can help with follow-ups, design meetings, and other aspects of the sales process
- It is recommended to watch the CRM demo video in the KBB University for more information on using the CRM system - here
- Regularly checking the KBB University for new content and updates is advised