Like this article? PLEASE +1 it! Evan Signature
Evan Carmichael Top Header
Share for a Cause









Be Specific

Written by: Donald F. Pooley

Article Overview: You all know the importance of being specific about the big things you want to achieve. Specificity applies to other aspects of your life as well.

Free Download - Banks Cant Sell By Donald F. Pooley
Name: Email:

Be Specific

You all know the importance of being specific about the big things you want to achieve. Specificity applies to other aspects of your life as well.
Take referrals, for example:
First, be specific about the "who" of these first two steps.
1. Who do you want to be referred to? Write a description of your ideal client. What's his income level? His net worth? His financial goals? Is he successful? If you don't know who you want as an ideal client, you'll be stuck with those that are less than ideal!
2. Who can you ask to refer you to your ideal? "Birds of a feather flock together" so plan to get referrals to ideal prospects from your present ideal clients. Don't have any yet? Then start figuring out how you can associate with people that you'd like to have as your clients.
Next, be specific about the "how" of these next 4 steps.
3. How do I want to be referred? By personal introduction? By letter? By email? By phone? If a friend referred a travel agent to you, for example, which method would give you most confidence in that agent's ability to serve you well?
It's also important to know which method you're comfortable with so you can base your whole referral process on it.
4. How am I going to ask people for referrals: face-to-face, over the phone, by email, or by letter? Once again, decide which you're most comfortable with, then plan your process.
5. How can I convince the referror that giving me referrals benefits them? How can I enlighten their self-interest to the point that they are eager to give me referrals?
6. How do I plan to follow up with the referror?
Then, be specific about the "what" of the next 3 steps.
7. What will I do to build my credibility with the referred prospect before actually meeting him?
8. What will I do to gather as much information as I can about this prospect before our first meeting?
9. What is my agenda for our first meeting?
And be specific about the "where" of this step.
10. Where is the best place for our first meeting? Where will my new prospect be most at ease?
Finally, be specific about the "when" of these last 2 steps.
11. When is the best time for our first meeting? Right away, or after I've built more credibility with him?
12. How am I going to create this plan? And implement it?
By being specific about each of these steps in your referral process, and writing down how you will handle each one, you will have a process that will attract the type of client you want---those whom you enjoy working with, and who provide the level of income you seek.

Related Articles
  Business Coaching: 3 Key Questions To Enhance Accountability
  What's Your Chunk Size?
  Setting Call Objectives
  30 Second Marketing
  List Your Wants

Home > Marketing > Donald F. Pooley > Be Specific
Article Tags:

About the Author: Donald F. Pooley
RSS for Donald's articles - Visit Donald's website

Don Pooley, the author of this article, allows you to publish it if you include these credit lines: Copyright 2005, Donald F. Pooley, Inc. Don Pooley CLU, CFP, CHFC, "The Advisor's Advisor" has shared his marketing know-how with audiences of life insurance men in all major Canadian cities, London, Australia, Chicago, New York, San Francisco, Hong Kong, and Singapore, and now in his free ezine. To get more ideas on marketing your services, plus free ebooks, subscribe now at http://www.eTIP.ca/

Click here to visit Donald's website
Dashed Line

More from Donald F. Pooley
When They Answer The Phone
The Excellent Investment Executive
Need A Niche
How To Make Your Own Ezine
Dam Spam


Related Forum Posts


Share this article with your friends. Fund someone's dream.

Leave a comment below or share on the left and you'll help support entrepreneurs in Africa through our partnership with Kiva. Over $50,000 raised and counting - Please keep sharing! Learn more.



Featured Article


Bottom Footer
Share for a Cause












Newsletter

Get advice & tips from famous business
owners, new articles by entrepreneur
experts, my latest website updates, &
special sneak peaks at what's to come!
Name:
Email:
Popular Articles

Starting A Set of Books

Four Secrets to Earning Income as an Author

Suggestions

Email us your ideas on how to make our
website more valuable! Thank you Sharon
from Toronto Salsa Lessons / Classes for
your suggestions to make the newsletter
look like the website and profile younger
entrepreneurs like Jennifer Lopez.