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Your Initial Client Call: How to engage and secure a client on your initial client call

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The focus of this module is to help you understand how to engage with potential clients. From the first call, email, or meeting, how do you make a lasting impression that leads to getting hired?


  • How to address the main question
    1. How do you engage a new client 
  • Think like the client
    1. Listen
    2. Focus on the couple
    3. Knowledgeable vs. Relatable
  • Communication
  1. Listening to understand
  2. Steer the wheel 


  • Take control
    1. Ask questions
    2. Gain their trust
    3. List your services
  • Discount
    1. How to approach the question
    2. Sell yourself
    3. Reviews
  • Closing
    1. Appreciate them
    2. Action points