Inviting Potential Clients to a Sales Conversation

First, watch this short intro video from Sylvie:

Here’s a simple roadmap of what we’ll cover this week- it might seem like a lot but most of these are short, handful-of-minute tasks.

 

Follow this handy checklist to make sure you cover all the steps

Mock-up of a Sales Call Log

Use this spreadsheet to track your sales calls

Managing Your Sales Calls

Setting Up Calendly*

Q&A: Keeping Client Payments Organized

*Note: You can only link to an external link from Calendly with a paid pro account

 

Building Your Free and Client FB Groups

Build a simple FREE FB group for potential clients. As for naming the group, your 1.0 name should be [OUTCOME] for [TARGET MARKET]. We can change it later if we need to but get it started asap!

As for the description of the group, take a peek at Sylvie’s Free FB Group, Passive and Hybrid Income for Health Professionals

In the About section on that page, we have who that group is for, who it’s run by, our mission statement, how to work with Sylvie, what the focus of the group is, and more. Be sure to check that out for reference! And remember, you can always add/change things!

Step 1- Create your Free Group on FB

While you’re at it, you can go ahead and create your Private Client Facebook Group as well

A breakdown of the privacy options for FB groups

Step 2- Mandy from Team Sylvie will show you how to create a simple cover image

Tips from Sylvie about making FB groups

 After you create your Facebook group, let us know and share your win! Post the link to your group and celebrate in the Courses for Health Professionals™ Facebook Group!

❓Need feedback on your Facebook Group? Bring your questions to the next Coaching Call!

Or post in the Facebook Group!

Posting on your personal and business Facebook pages:

On your personal and professional Facebook pages, place a simple invite to join your Facebook group and also email it to your email list if you have one. Whenever you post to Facebook about your business make sure the posts are set to public:

Email templates that are tried and tested with various types of health professionals (the fastest way to get people on a call):

  Let’s chat tomorrow email template

  “I’m sorry” email template (from Module 2)

  9-word email template (from Module 2)

 The “7” Email Template

Send these out if you have an email list already. If not simply focus on getting your brand new FB group going with a tiny group of people and we’ll talk about building a list in the next module.

Tools and logistics mock-up

Tools and Logistics

After you execute your first 3 Sales Calls, or get your first sale – fill out your Milestone form to book your call with a coach! The link to book your call is on the Thank You page after you fill out the form. Congrats!

 

 

The Value of Sales Calls (and why a free call vs a paid call?)

Mindset Minute: Visibility