Collecting names from shows, exhibitions, personal observation, referrals and centres of influence is the raw data required to build a contact base. With this list you can build an electronic awareness program that does not “burn” potential clients after the first contact. An electronic awareness program allows you to cultivate cold names on a regular basis. It also gives you a way to rejuvenate your relationship with existing clients, orphan clients and people they may know of who can use your services. Having collected names, many people “wash” them once and then discard them. Imagine, just one transactional attempt at contact to try and interest the person in what you sell whether the prospect is interested or ready. 

The first sale you will ever make to any prospective client is to sell them the benefits of an interview with you. It is not about product, service or concept.

Selling an interview can be achieved by face-to-face interaction, through a telephone call, by direct mail response, having a colleague or advocate set up a meeting or by electronic and texting means.

Here is a checklist of the processes to consider when you try to gain an appointment during this critical initial contact part of the sales cycle.

The idea behind pulling all these tactics and techniques together is to give you a range of contact ideas that you can choose from when traditional or normal methods of “polite mail” and traditional methods are not working.

There are all sorts of reasons to contact people. You may want to contact them for business, to build your profile, to expand your brand or just to keep in contact with them to share all types of news and happenings. Which of these can you use to contact people.

A simple to deliver and easy to use template that can be adapted for direct mail, electronic contact and hand bill discover of what interests clients in the 'sale of advice' profession.

Selling an interview can be achieved by face-to-face interaction, through a telephone call, by direct mail response, having a colleague or advocate set up a meeting or by electronic and texting means. Here is a checklist of the processes to consider when trying to gain an appointment during this critical initial contact part of the sales cycle.

Do you have rich and influential friends that you would like to do business with you? The vexing question is how do you win them over to have the initial discussion about what you do before they become your clients? Do you find it difficult or embarrassing to bring the conversation around to letting them know what you do so they can make a decision on whether you can help them?

Do you have rich and influential friends that you would like to do business with you? The vexing question is how do you win them over to have the initial discussion about what you do before they become your clients? This article shows a variety of ways to get friends to consider doing business with you.

There are many and varied ways to generate leads and attract prospects to you about what you can do to HELP people. Although you may have wonderful product knowledge, be technically adept, compliant and beautifully appointed offices, unless you have a system that delivers you a regular and reliable supply of names to deliver your offer to you will go broke. Here is a tremendous range of methods and ways to attract and source leads for you to talk to about what you can do for people.

There are many and varied ways to generate leads and attract prospects to you about what you can do to HELP people. Although you may have wonderful product knowledge, be technically adept, compliant and beautifully appointed offices, unless you have a system that delivers you a regular and reliable supply of names to deliver your offer to you will go broke. Here is a tremendous range of methods and ways to attract and source leads for you to talk to about what you can do for people.

A practical survey and questionnaire that can be used in direct mail, on websites and in newsletters to uncover people and places who need help for many types of financial services

An excellent diagnostic tool that looks at where your income is sourced from looking at unit sales and income earned