7 ways to help prospects sign up quicker

 

If someone could wave a magic wand, one of my three wishes would be that potential clients would turn up cheque book in hand asking me where to sign and when to start.

Back to the real world!

Wouldn’t it be nice if more clients said yes sooner in the sales process? Here are 8 ways in which you can make that happen:

1. Warm referrals

I know, I’ve cheated a little with this one as you have to rely more on others to help you with this one. However, people who have been sent your way by a strong recommendation or glowing trusted testimonial are far more likely to buy quicker from you. Have a look through your client list. Who, on this list, is always very vocal in their praise for you and your services? How about next time you speak to them, you ask for some personal recommendations to people they know who could use your services?

2. What’s their motivation and agenda

We are often too wrapped up in our agenda that we don’t listen to what the potential client is really telling us. We think we know what they require, and why they need this. Very often, we are wrong and making assumptions. If you know your potential client’s agenda – and what ‘hits’ they are taking personally by not solving their problems, you have a far easier job of uncovering your potential clients real motivation to buy.

3. Develop a reputation as a specialist

When prospective clients decide to buy from you they are normally placing a large amount of trust in your hands. Consequently, they don’t just want ‘anyone’ to work on their financial affairs; they want someone who they trust is an expert at what they do. I am in a very privileged position as the writer of the award-winning ‘The Financial Times Guide To Business Networking’. As an industry acknowledged expert in joined up networking, due to this book, I very often get prospects ringing me up wanting to work with me because I wrote the book. You don’t need to write a book to generate a reputation as a specialist, however, regularly blogging about your subject, getting good testimonials from clients published will all help you.

4. Follow up

Very often the act of following up with a prospective client helps you to flush out any unstated objections to buying your services. The sooner you can find out what are the barriers or hurdles to buying your services, the sooner you can remove these in the mind of your client. Make sure you have permission to follow up with your potential client.

 

5. Ask them why they have called

Every time a prospective client picks up the telephone to speak to you – or sends you an e-mail, they have a reason to do this. In the fact find stage of the sales process, you need to uncover what this reason is. Not just what this reason is, but what’s the cost to them personally of not using yourself or someone like you to help you with this. For example, if a potential client rang you asking you to review their VAT status, what’s prompted this call? There is normally a good reason. Prospective clients don’t normally suddenly wake up in the morning and think, I know, I’ll change my accountant.

6. Find out who the ultimate decision maker is

Very often the person who you are communicating too is not the person who is going to be the person who decides whether or not to use your services. I remember, very early on in my career as a business owner, spending time with a partner in a two partner local practice. He was making all the right buying signals, but couldn’t get his other partner to make the time to meet me. You’ve guessed it, I never managed to seal the deal. Early in your conversations with your potential client ask who needs to approve the spend, and what needs to be proved or disproved before the spend can be approved.

What would be your 7th way?

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I help professionals and firms become the Go-To-Expert. Unusually for someone with an Engineering Degree, I accidentally became a writer and used my knowledge on social media to write the current best-selling and award-winning book on networking, The FT Guide To Business Networking. (75 five star reviews on Amazon - and read the 1st chapter for free here) People frequently talk about me as someone who really knows her stuff – which may be the reason I have, over the last decade, worked with over 300 partners, coached and trained over 1000 professionals at every level of the UK’s most ambitious professional practices. After nearly 5 years for working for BDO LLP, I realised I loved the intellectual challenge of working with accountants, so made working with accountants (and lawyers as I am a glutton for punishment) my sector specialism.

I was honoured to be a judge at the British Accountancy Awards in 2011 and 2012, plus I am a member of the Accountant's Club Global Advisory Panel.

I’ve always loved a challenge which is why I have solved the problem in my next book, which has perplexed many accountants in practice – ‘How to make partner and still have a life’. Click on the link to read the 1st chapter for free.

The Excedia Group was founded by myself and Jon Baker to bring clarity, perspective and knowledge to help our clients achieve their business goals. Over 75% of our work comes from professional service firms - both large and small, helping them get more clients via referrals utilising networking and social media. Over 30% of the Excedia group’s clients are small professional practices of between 1-50 employees.

My work splits into about 50% Executive & Business Coaching with Partners, Practice Owners & Potential Partners, with the rest split between training, consultancy and writing.

I adore writing, (as well as helping others achieve their business goals without selling their soul) which is why I blog regularly at Partnership PotentialJoined Up NetworkingHow to make partner and still have a life and venture-Now