Objective:

  1. Understanding sales cycle
  2. Identifying quality prospects
  3. Making appointment with prospects

sales process presentation (english)

How To Qualify Your Prospect

*PROSPECT ANALYSIS *

*In Summary, to qualify a prospect, follow these general rules:*

    1. Nice

    2. Approachable

    3. Need

    4. Afford (to pay premium)

    5. Healthy

OTHER SUPPORTING MATERIAL IN PROSPECTING

TIPS OF MAKING COLD CALL

SAC BOOK PUBLISHED

FLYERS TO DOCTORS (WEALTH PROTECTION)

FLYERS TO DOCTORS (WEALTH ACCUMULATION)

FLYERS TO DOCTORS (MLTA)

SURVEY FORM (RETIREMENT)