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VSK New Clients - Coggle Diagram
VSK New Clients
CFP led Sales
Hire additional Sales hungry person
Incentivize and coaching to current CFPs
Fortnightly review meets to talk about new clients only
Live Tracker for Leads and their conversion
Outbound Reachouts
Niche Segments
Women
IT Project Managers
Mediums
Mails
Template
ICP Identification
Mail and Follow up execution
Telecalling
Script
Hiring
ICP Identification
Objective
Get the person for a first meeting
Number targets
Inbound Marketing
Content
Case Studies / Testimonials
Education
Common Mistakes
Explaining terms or importance of
Markets
Distribution
Fee Clients
Prospects
Non Fee Clients
Call to Action
30 Minute call
1 hour Meeting
Calculate Readiness
Existing Clients
References
Dad will arrange individual 30 min calls
We will ask references specifically
Give them a template message to send to references before we call if call not possible
Testimonials
Video 15 secs
Text
IAPs for Corporates and Small orgs
Contact Lists
Reachout plan