Week 21

Qualify Your Prospects Before Scheduling Meetings

Meeting with unqualified prospects can be a huge time suck. To avoid this, screen your prospects to see if there is an initial fit before scheduling a formal hour-plus meeting. Here are some ways to do this:

Embed a qualifying questionnaire to your calendaring software or web form.
Make the first step be an initial 15-minute phone call to ask qualifying questions.
Have the receptionist/admin/junior advisor gather information using a qualifying questionnaire for prospects who call in.

If you determine someone is not a good fit, point them in the direction of someone who can better take care of their needs.

Interested in learning more about this topic? Join the conversation today at 11 a.m. PT on Clubhouse.