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Sales Pitch :recycle: - Coggle Diagram
Sales Pitch :recycle:
Real Account Leads
INSPECT :check: Background Research of clients like Gender, Age, Residence locations, Employment Status, Account Type, Level of Education, Trading Platform Type, Account Validated or not Experience or Begineer etc
GREET :check:Greet the client over call
Self Introduction
Warm Welcome.
QUALIFY :check:Reason of call Query addressal & Lead Qualification
Figuring out client's interest? Have you been trading before with any other broker?
If Yes, Asking their experience with it.
If No, Then presenting and sharing benefits of XM
Addressing any Particular Objection or query of client.
Any Specific reason to opt for Forex or other instrument trading?
Which Platform they will be majorly trading over ?
How did you learn about XM ?
What you are looking into a broker ?
Select :check:imparting the offerings based on
previous highlighted points
PRESENT :check:Offering XM best features such as No Slippage, No Requotes, No Withdrawal and deposit charges etc
Other Advantages like minimum spreads,
immediate execution, Negative protection etc.
CLOSE :check:Closing the conversation while guiding them to deposit process and make them deposit meantime on call. Also drafting an email regarding all the conversation
Demo Leads
INDENTIFY :check:Identify the demo lead while
gathering relevant info available
GREET :check:Greeting over call
Warm Welcome
Self Introduction
QUALIFY :check:Lead Qualification
How was the experience with demo
Did they find any difficulty regarding trade or any features ?
Addressing any objection or query of client
Explaining benefits of real account over demo account
Convincing them to switch from demo to real account
Consulting them thoroughly over registration for real account
SELECT :check:Selecting : the context of client concern
PRESENT :check:Presenting the best offering as per client needs
Promoting :check: The relevant offerings and letting
them know how they will be benefited from it
CLOSE :check:Eventually persuading client to head for real account. Also drafting an curated email in same context
Incomplete Registration Leads
IDENTIFY :check:Identify the available info about clients
GREET :check: Over Call
Warm Welcome
Self Introduction
Conveying objective of call
QUALIFY :check:Lead Qualification
Asking the reason for not completing of registration ?
Addressing any doubts or query of client
Knowing more about them
Building relationship with client
Making them comfortable and finding out their sole purpose
Finding out their best interest
Select :check:Selecting the context of client concern
Offering the best promotional offering to
the client as per specific interest of client
PRESENT :check:Convey best features and services of XM to client
Address any further objection or query
CLOSE :check:Closing the conversation convincing them to complete the registration process and start trading over demo account in case of beginner or real account if experienced. and also share an email and other details such as contact detail.