Partners For Healthy Living

Make A Difference.  "BE THE CHANGE" You Wish To See In The World.

 

 

 

Stewart Stevens

(562) 498-6800

 

 

YOUR 7-STEP

ACTION PLAN:

  1. DREAM & SET GOALS

  2. PLAN & COMMIT

  3. IDENTIFY YOUR MARKET

  4. GREET/QUALIFY/INVITE

  5. SHARE & OFFER

  6. SPONSOR & FOLLOW UP

  7. TEACH & TRAIN

 

 

3-STEP INVITING PROCESS

 

 

Starting a conversation that leads a prospect toward your business is a very simple process.  The key is to do it in a way that feels natural and appropriate to the prospect.

 

It is important to avoid delivering a "pitch" to an unwilling target.  All good conversations are a "give and take" between two parties where both are fully participating. When you initiate a conversation, the other party responds.  And there often is a clear signal coming from the prospect that will tell you if and how they are ready to continue.

 

The conversation process usually follows these basic steps:

1) Greet (Build Rapport)

 

2) Qualify (Discuss Needs)

 

3) Invite (Offer and Arrange to Present)

Each step can be done in a few sentences or they can take months, depending on the prospect and the situation.  Give yourself permission to not advance to the next step until you receive a clear signal from the other person that they are ready to advance.

 

If you advance to the next step too soon and feel the person backing away from you, just return to the previous step and stay there until it is comfortable again and then continue watching for signals that the time is right to move on again.

 

The key is not to just learn "what to say" or "what questions to ask" in each step, but to make sure each step is done clearly and as thoroughly as possible (given the context) before advancing to the next one.  Your goal is to connect with and really understand the prospect and how your business may be able to help them.

 

Remember people do things because they see it as being in their self-interest, not because you want them to.  Discovering what your prospects needs are and helping them see how you can help them can be a fun, interesting and sometimes challenging process.

 

Going to the next step too soon is the single biggest factor that messes people up and starts to make the conversation uncomfortable.  Advancing to the next step should feel logical as part of the conversation flow.

 

Can you think back to conversations you had with people where it started to feel uncomfortable or the person you were talking with started withdrawing?  Can you see which step may have been started too soon or which step may not have been done thoroughly enough?

 

It just takes practice.  The great thing is how simple it is.  If we do go too far too fast, all we have to do is go back a step and do more of that.

 

 

1. GREET (Build Rapport)

 

The point of a greeting is to establish rapport with someone.  It is easy to strike up a conversation naturally, just by talking about your surroundings (where you are or the weather) or the news ("did you hear the report on...?")  If you are just meeting someone, you might say "what do you do?" and then ask questions about what they like / and what are their challenges.  When they are talking freely and openly with you, you can advance to the next step (discussing needs).

 

 

2. QUALIFY (Discuss Needs)

 

When someone is talking freely and openly, they will often mention a complaint or challenge they are having.  If not, you can mention something in the news or that you heard and ask if that is affecting them.  Then you can discuss it further and empathize with their difficulties or ask them what they are doing about the situation.  When you have learned about a challenge and whether they are open to new possibilities, you can move to the next step (sharing info and inviting them to learn more).

 

 

INVITING PRINCIPLES

There are two facts that drive the need to greet and qualify before offering something of value to people:

  1. People do business with people they know, like and trust.  There are a variety of factors that go into building rapport.  These include proximity, frequency, alignment, and credibility.  These will be covered in a more advanced training. 
  2. For now, just realize that "people don't care how much you know, until they know how much you care."  When they have a sense that you have their best interests at heart, they will be much more willing to receive any information you have to give them.

     

  3. People do things for their own reasons.  They don't do things because you want them to. They are motivated by reasons that are unique to them.  (Even "helping you" is an example of a reason... their reason.)

Qualifying is really about discovering what people's reasons are.  You are finding out if they have an interest, and if so, why.  You are finding out if they don't have an interest, and if not, why not. 

Often people have a need or an interest, and they have a variety of reasons why they are not pursuing them.  If you can discover what their reasons are (both pro and con), you can offer them solutions in a way that is tailored to their reasons and help them overcome any obstacles that may be standing in their way.

 

 

3. INVITE (Offer and Arrange to Present)

 

Once someone has expressed an interest or need that could be satisfied by something you could offer them, and you've determined one or more reasons that they have they would be interested in it, it is appropriate to offer it to them.

 

The best way to make such an offer is outlined below:

a) Share Info and Verify Interest (Pique curiosity)

b) Offer (Ask them to take action)

c) Answer questions & concerns (Handle objections)

d) Agree on the action and schedule a follow up

 

3A. SHARING INFO and VERIFY INTEREST (Pique Curiosity)

 

If someone has expressed a need, you can share information about what you know personally (or have heard about).  The best way is to talk about the benefits or give a testimony about someone in their situation.  If someone is interested to find out more, invite them to schedule an appointment (Step 3B).

 

You don't want to launch into a full description or presentation about what you have to offer at this stage.  You are simply establishing, as part of the conversation, that you have something that could benefit them, verifying interest and getting permission to share it with them in a way that works best for both of you (agreeing to a time & place when they can receive the information, such as at a presentation).

 

The key is to tie what you share to what you learned about them during the "qualify" step.

 

 

3B. MAKE OFFER (Ask them to take action)

 

It is usually best not to launch into an unscheduled presentation.  You want to set up a situation where they can devote the necessary attention.  Scheduling an appointment for them to meet with you or come to a meeting, etc. is usually the best way for them to learn about what we have to offer.  (You want to do it justice and make sure they have an opportunity to really "get" what it could mean to them.)

 

 

3C. ANSWER QUESTIONS & CONCERNS (Handle Objections)

 

If a prospect has questions and concerns about your invitation, it is up to you to handle those questions and concerns so that they are no longer an issue for the prospect.  Sometimes the issues are expressed openly and directly, and sometimes they are hidden.  If the prospect is not agreeing to take the action you have suggested, there IS a concern of some kind. 

 

Your job is to align with the prospect to help them solve their issue satisfactorily from their point of view so they can move forward and get what they want (the solution to their problem).

 

Prospect issues with time and money are typically a problem of them not seeing sufficient value in what you are offering (your offering is in competition with their existing concerns) and you may need to help someone see that your invitation can be a higher value to them than what is currently on their plate. 

 

Prospect issues may also be a lack of knowledge, understanding or perception.  In these cases, you can educate people to remove those obstacles.  The most common concerns & objections include:

  • Not Interested

  • Selling

  • Price (Money)

  • Time

  • Friends & Family

  • What is it?

  • Isn't that like...?

Click on the links above for information on how to handle these concerns.

 

Handling objections means that you've successfully helped the prospect answer their own questions and concerns and come to the understanding that they can benefit more by taking the action you've offered than by not taking the action.

 

 

3D. AGREE ON THE ACTION AND SCHEDULE FOLLOW UP

 

Confirm agreement regarding the action discussed - what and when something will be done and by whom. 

 

It is always a great idea to have both parties agree to which actions will be taken by the other and to confirm a follow up date and time.

 

 

 

  © 2005-2011 Partners For Healthy Living

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