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Sensational letters and effective questionnaires

Never, ever sit down to a blank piece of paper again to try and construct a sales, solicitation or service letter or questionnaire ever again.

Power boost your marketing and service efforts with simple and easy to use lettersWouldn’t it be great, if you had your very own templates of sensational letters and effective questionnaires created specifically for the financial services profession? Well it is here ready for you to use now!

This brilliant array of sensational letters and effective questionnaires covers a diverse range of frontline communications uses for:

Warm client service Orphan client base contact
Marketing Prospecting
Referrals Introduction
Form letters   Product specific e.g. Life insurance
Cross selling and up selling Bought client bases

 

Phillip Heath from PIS in Melbourne says “This has to be one of the most comprehensive and cost effective initiatives for advisers. It is what has been missing from the industry. I recommend it as an essential and effective component of your client communications repertoire”.

This is an investment that will save you time and valuable dollars. Cut and paste, mix and match or build your own letters from the templates. Over 200 pages

  • Save your valuable time
  • Save your hard earned money
  • Get better results from your mail outs
  • Build your own professional communications initiatives

Insert purchase facilities in the shopping trolley for $99.

Displaying 1 - 8 of 8
 

Sensational Letters And Effective Questionnaires Book Index

$1

Sensational Letters And Effective Questionnaires Book

Order the “Sensational letters and effective questionnaires” book now and receive a FREE copy of the report "How to make your direct mail work better".

$99

Please help us Service questionnaire

Utilise this questionnaire to find out how you measure up with your client base on fundamental communications and interaction. Ready to use for client contact.

$19

Three minute client survey form

A delightfully simple but very effective client survey form that can be utilised for marketing and surveys to existing clients, bought client bases, orphan client bases or mature client bases 

$19

Happy anniversary letter to a dormant client

A simple and easy to use letter that asks the client to take some action in return for receiving a special reward in the form of a complimentary report. Very effective for older or hard to contact clients.

$19

Personal review and comparison letter to older clients

A one page ‘call to action’ letter that sets out what advisers can do for clients when the insurance company renewal letter turns up with real benefits for the receiver.

$19

Review letter by a referral partner to their client base

A simple ‘handover’ letter whereby a referral partner can introduce a financial planner to their client base with an invitation to respond that allows the referring partner to begin the process.

$19

It's time for your review letter to mature clients

A simple call to action piece with a simple and easy to complete questionnaire that mature clients have no difficulty in completing. Also offers a free report to act as an incentive to boost the contact effectiveness of the letter.

$19