{"id":76303,"date":"2020-06-08t12:00:41","date_gmt":"2020-06-08t16:00:41","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=76303"},"modified":"2020-06-18t10:08:41","modified_gmt":"2020-06-18t14:08:41","slug":"6-steps-for-sales-and-conversion","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/06\/08\/6-steps-for-sales-and-conversion\/","title":{"rendered":"6 steps for sales and conversion"},"content":{"rendered":"

here’s what works for us.
\n<\/strong><\/p>\n

by jody grunden<\/i><\/p>\n

an important part of the overall process within the company is sales and conversion. for our virtual cfo service, there\u2019s a six-step lead conversion process from when the prospect discovers our website to when the engagement begins.<\/p>\n

more: <\/b><\/strong>marketing is about thought leadership<\/a> | 3 steps to better client communication in a crisis<\/a> | four key financial metrics for growing any business<\/a> | transferring clients to a new employee<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

the sales and conversion process<\/strong><\/p>\n

our sales and conversion process includes six steps.<\/p>\n

here\u2019s what that looks like and the typical timeline:<\/p>\n

\"diagram<\/a>
\nstep 1<\/h3>\n

the prospect discovers our website either through a google search, reading one of my articles or books, social media, a referral from a client or by attending one of our speaking engagements. the lead may be in the early stages of identifying their need or researching potential solutions. typically, within six to eight weeks, the prospect has done basic research on their own and is ready to get more information from us directly.<\/p>\n

at this point, they can schedule a meeting with us right on our website. if they reach out to us via email, we always respond back to them with our calendar link. this allows the prospective client to quickly and easily schedule a meeting at a time that works for them without having to go back and forth with proposed meeting times. once they schedule a meeting, they receive an automated email with the video conferencing information, so they know exactly how and where we\u2019re going to meet.<\/p>\n

right out of the gate, potential new clients get a really good idea of how we do things. if they\u2019re not comfortable with a video meeting, they may decide to cancel the meeting, and we\u2019re okay with that because that means we\u2019re not going to be a good fit together.<\/p>\n

step 2<\/h3>\n

consultation meetings are scheduled for a one-hour time block and are conducted via video. we ask the prospect a lot of questions about their company and try to get to know them as much as possible. a big purpose of this meeting is for both of us to see if a potential partnership is a good fit. we ask ourselves if this is a person we\u2019d like to work with, and we want them to do the same with us.<\/p>\n

meeting format<\/strong><\/p>\n

the introductory meeting with the potential new client should be one hour long. during the meeting, it\u2019s important to listen intently to the prospect\u2019s needs. ask what keeps them up at night, identify the main problem areas and get to the heart of how you can help them. the purpose of the meeting is to build rapport with the prospect, qualify the lead, establish the value you can provide them and build the proposal together.<\/p>\n

one of your goals during the meeting is to determine whether or not the prospect will be a good client. here are some questions you should ask in order to assess whether they\u2019ll be a good fit:<\/p>\n