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MAPS - Coggle Diagram
MAPS
Business Owners :
Prospecting
Cold Call Lists
Data Axle
Source Lead Lists
Clear Through CovCen
Bulk Upload
Limited Exports
majority on DNC/Reserved
one by one
Time Consuming
more accurate
track status of lead
Notes and Follow Up scheduling
Scripts
Openers
Open ended questions
Responses for Common Concers
when/how to ask for meeting
Networking
Practice Value Prop/ Be prepared to explain what you do
Anticipate common questions that may be asked
Have an opinon about markets
Know how to describe what you do
Startup253
Startup entrepreneaurs
Business Owners of soon to market products/services
Chamber
Business Owners
Community Builders
potential COI's
Business Connections
Business Owners
smaller prospects
potential COI's
LinkedIn
Messaging Process
Scipts
Connection requests
Follow up messages after connection is made
Responses for No's
I'm all set/have FA
I'm not interested
Products/services
Preferred Savings
Getting Opporating Cash working until needed
LAL
Liquidity needs
unexpected expenses
equipement/supplies
taxes
competitive rates compared to other loan/funding options
Secured by assets rather than unsecured debt
Cash Management
Access to AMEX plus numerous other benefits
Retirement Plans
401k
Employee Retention
Attract Talent
Profit Sharing
SEP/Simple IRA
tax benefits for owner
Corporate Executives
Pre-Retiree/Retirees