“Virgil said we asked more questions than his broker; he paid Brian $5,000 and paid me $5,000 to put together the plan.”

Clarendon Napier · Insurance Broker and Consultant Supporting Business Owners · Episode 1141: The Prospect Interview Form-The Sales System Finale

Play from 4:40
4:40

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What was described

Used a two-page prospect interview form with 20 targeted questions to qualify a builder’s lot-sale project, then delivered a plan for $5,000

$5,000 paid to Brian, $5,000 paid to Clarendon

Said nearby on the same subject

“WA put a... Added to the federal $25,000 home builder grant with a $20,000 bonus of its own... suddenly, it became really agreeable for builders to build homes.”
♫
Said on The Money Café with Alan Kohler
Growth tactic $25,000 federal grant + $20,000 state bonus Share this moment
“It gave me a pretty decent project plan. It drafted the new email that I needed to write. And the whole thing became maybe an hour of my work with a little bit of supervision, instead of, you know, 20 hours project planning”
♫
Said on The Audit Podcast
How they work 20 hours → 1 hour Share this moment
“Closing the first meeting with an assertive assumption rather than asking if the prospect has any questions increases the chances the prospect will schedule a second meeting”
CS
Chris Smith
Financial Advisor Success ·
How they work Share this moment
“We partnered with a specialist in the space and we interviewed thousands of Australians, both prospective investors and existing investors.”
MJ
Mark Joachim
money money money ·
Why it worked 63% average score; thousands interviewed Share this moment

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