Client Acquisition

Having a defined client acquisition process is crucial to achieving your sales goals. Not only does it help provide the best customer experience each and every time, it also

  • Ensures consistency and streamlines your process

  • Helps to forecast sales and revenue with greater accuracy

  • Makes it easier to identify areas for improvement

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Client Acquisition Process

This client acquisition process is a step by step guide of everything you need to do to win a sale. It makes it easy to provide a consistent experience and guarantees predictable results.

Extra Reading

Client Acquisition Process

The CRM

Your Playbook

Click on the tiles below to learn about our client acquisition process

Initial Sales Conversations

These frameworks cover what we often call your Connect & Discovery conversations. They make it easy for you to start forming a relationship with potential clients as well as qualify and share key messages with them. 

Extra Reading

Initial Sales Calls

Your Playbook

Click on the tiles below to learn about your connect and discovery conversations

Present & Propose

Here, we cover the presentation of solutions. These frameworks and assets help you to streamline your approach and connect with your client, maximising your chance of winning the sale.

Extra Reading

Presentation

Your Playbook

Click on the tiles below to learn about your presentation, proposal and onboarding stages

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