Presentation Ntp 05 Aldridge Pt 2

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Aldridge Part 2

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Presentation Ntp 05 Aldridge Pt 2

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

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