Page 111 - Schooley Mitchell Marketing Manual
P. 111
SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Sales Strategies
Professional Coffee Meetings
The contacts you feel are most likely to refer to you
We have found that by providing our clients with a regular flow of valuable business knowledge is a great way to build lasting relationships. If you would like, we can provide you with the Pulse in an unbranded Word format to distribute to your clients with your own branding.
Explain the Pulse.
When a client leaves a professional advisor, surveys show it’s usually because they feel ignored. With this tool, none of your clients will ever feel ignored.
Decide to provide The Pulse without branding to at least one or two appropriate professionals
Step 12
Debrief yourself every single time – how can I be better?
Better openers, better questions, better listening skills (to understand – not to respond) better body language, better tone, better facial expressions, better stories?
Decide to debrief yourself after every meeting
Manual Revised: April 3 2025 Confidential
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