Prospect Process, Forcing Mechanisms, and Unlimited Access
Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you’re outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206]
Recommended Podcast
Creating Value Adds from the Tax Return
Maximize tax season value with surge periods and collaboration.
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Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
Structuring your client onboarding process.
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