Posts in Service based business
A Virtual Assistant’s Do’s and Don’ts for Pre-qualifying Potential Clients.

Are you a Virtual Assistant or an OBM and need help with your intake form questions? Pre-qualifying potential clients so you don’t waste your time on sales calls is a no-brainer. Asking the most strategic questions is harder than it looks. I’ve put together a review to show you some of the do’s and don’ts to consider as you assess the effectiveness of your client vetting.

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Introverted Expert and Struggle with Sales Conversations?

Are you an introverted expert and struggling with sales conversations?

Feel like you suck at selling your services?

Many of the introverts I’ve spoken to struggle to not over-give and over-share their strategic insights during a sales conversation.

Or worse?

They think connection, being friendly, and being open to being led by the buyer is going to make their service more palatable.

Introverts can and are excellent at sales, with some support and training on how to hold your own in sales conversations.

It’s not as hard as you might think, in fact, introverts are naturally good at sales and sometimes need some help to harness their skill of listening and asking questions.

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How to Research Potential Clients.

Have you ever experienced this?

A new lead drops into your inbox and just reading their intake form answers messes with your mind?

If this is you, you’ve just been triggered by a past experience and it’s blinding you to all possibilities?

Maybe, you are not unlike the clients I work with who immediately see a new lead and are blinded by their brilliance and that causes you to doubt your ability to sell your services to them.

Or, maybe you start assuming they aren’t a fit for your work because you misread something they said in their intake form answers?

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Break-up Coach, Avoid These Intake Form Blunders.

If you think that having a steady stream of leads is what you want, consider this, most of those leads, will not be a right fit client, and it’s your job to assess each lead for fit.

This review is a great example of a coach who is so sick of the dead-end leads they’ve been bringing in and they’ve resorted to some really pushy and aggressive intake form questions to block the wrong leads.

What suffers when a coach does this?

Everything.

Leads, sales, marketing, but most of all, the relationship you’ve worked so hard to build with your buyer suffers.

Learn from the mistakes of this coach by reading the review below.

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Business + Leadership Coach. What NOT to ask on your intake form. An Intake Form Review.

This week’s review is a GREAT example of what NOT to do.

You might catch yourself thinking that this review is all stop, don’t do this and you are right.

I need to show you what the rules are before we can attempt to break them.

Because in the online space, you’ll see a million copy cat questions and most of them are going after the same kinds of answers.

But rest assured, I am here to show you a different way to ask for the sale.

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How to Use An Intake Form to Speak to Your Ideal Clients (Video + Audio Interview)

In the entrepreneur space, we’re constantly being told to niche down. We offer niche services, work with niche clients, create niche products. We work hard to get as specific as we can in our business. This is the story and the behind the scenes conversation about how and why I created my Instagram weekly feature, my Intake Form Review.

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