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Presentation Ntp 05 Aldridge Pt 2

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Aldridge Part 2

Aldridge Part 2

Published in: Education, Technology

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Transcript

  • 1. Jake & Samantha Aldridge Session 5
  • 2. Review of Last Session
    • In the previous session, we met and served the Aldridges.
    • What were some of the things we did for them?
  • 3. Peace of Mind® Extended Service Plan
    • The Standard Guarantee is now called the H&R Block Guarantee.
    • The Peace of Mind offer screen is new.
    • The Peace of Mind signature document now includes an income summary.
    WB 55
  • 4. H&R Block Advantage WB 56
  • 5. H&R Block Advantage
    • Why is it important?
    • How do you review?
    WB 57
  • 6. Discounting 004 008 WB 58
  • 7. Building Your Client Base
    • What are ways you can build your client base?
    WB 59
  • 8. Send-A-Friend
    • Ask for Recommendations
    • Ready
    • Set
    • Go
    WB 60
  • 9. Wrap Up Interview
    • Secure the appointment for next year.
    • Inform the client of the Office Level Survey call they will receive.
    WB 61
  • 10. POS Plus
    • How do you transition from your desk to take Jake and Samantha to the front desk?
    • What does the conversation sound like as you take their payment?
    WB 62
  • 11. Session Review
    • How did you attract Jake & Samantha to H&R Block?
    • How did you provide a strong Client Experience to make sure Jake & Samantha left feeling Connected, Confident, and Championed?
    • What did you do to retain Jake & Samantha and build your business?
    • What information from this session do you need to help you to meet your goals?
    WB 63
  • 12. Online Evaluations and Knowledge Checks
    • MBTO
    • Computer-based Training on Quicklinks
    • Launch to Skills Learning Center
    • Register for Courses
    • Enroll
    • myCourses
    • Go and Launch

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