Seller Doer Academy

Write Winning Proposals and Develop Your Seller Doers

(859) 321-7547

 

  • Welcome
  • Services
    • Proposal Mastery℠ Training
    • Seller-Doer Academy℠ Training
      • Curriculum
    • Rainmaker Mentor℠
    • Speaking
    • Seller-Doer Jumpstart℠
  • About
  • Contact
  • Insights

How to Get a First Meeting with a Dream Client

Presenter: Jim Rogers and Anthony Fasano, PE

Target Audience: Seller-Doers, Account/Project Managers, and BD/Marketing Professionals

Goal: Learn and apply the strategies on creating your personal marketing plan

Duration: 1 Hour

Your list of prospects is worthless if you can’t get appointments to meet with them. To get meetings, you’ll have to overcome barriers such as steely gatekeepers, spam filters, and your own inertia.

Learn high success tactics that allow you to break down walls, cut through the noise, and get someone’s attention...without annoying them.

You’ll also learn strategies for overcoming disappointment and being tenacious in the face of rejection—and there will be rejection.

Learning Objectives: The purpose of this module is to guide you through on how to set appointments with decision-makers and people of influence in your network. In this module, you will learn how to:

  • Select strategies to reach contacts,
  • Execute strategies for getting in front of clients, e.g., referrals and phone calls for appointment setting,
  • Quickly build rapport and trust with clients, and
  • Overcome inertia and other barriers to success.

WHAT ACTUAL CLIENTS ARE SAYING

“Jim had some good pointers on how to name drop when cold or warm calling a potential client.”—Donald

“I enjoyed the information behind which outreach method is the best.”—Lance

“Appreciate the tips on how to ask for referrals— great info!”—Jennifer

“I got some good takeaways from this presentation that I can put into practice this month. Good job!”—Chris

“Well organized and information very well put together.” — Lucas 

“I thought the explanations for what to say and what not to say during "cold" and "warm" calls was well thought.  Some of the "do nots" were helpful.” — Nicholas

“The presentation was clear and helpful examples were given.” — Erica 

“This will definitely help me in my efforts as I begin marketing the firm and making connections beyond my exchanges at networking events.” — Adam 

“Very informative and thorough.” — Jesse

Back to Curriculum

First Chapter Free

Contact Us

Seller-Doer Academy is a
Service of Unbridled Revenue, Inc.
(859) 321-7547
Jim@UnbridledRevenue.com

Testimonials

“Well done. I never realized how many ways I could improve upon when preparing for a networking event.” – Tom H.
“I felt the program was terrific. I like that it was interactive.” – Javier R.
“Appreciate the tips on how to ask for referrals— great info!”—Jennifer C.
“I plan on using all 4 of Jim’s proposal techniques on the next proposal I am involved in.” – Diana W.
“Using a real proposal was an effective means to summarize the items Jim has been teaching over the last several months.” – Donald S.
“I thought the presentation was great. I have trouble w/ public speaking at this time and I really learned a lot of good tools to use in my next engagements.” — Brian B.
“Great reminders of why it is crucial to understand how to listen to be an effective communicator.” – Michael K.
“Very helpful tips and tricks for networking. I have learned many of these tricks over the last three years by myself by hearing these piecemeal. I wish I had this presentation years ago.” – Ryan A.
I want to thank you and let you know how valuable the on-site workshop was to reinforce the skills that you presented via webinar over the last year.  I got nothing but positive comments for the in-person training and client interview and presentation simulation.  You have shown us an easy to execute a system that I will use moving forward for pursuing new clients and projects.  William T.
“Jim had great pointers on how to name drop when cold or warm calling a potential client.” — Don S.

Copyright © 2023 by Unbridled Revenue, Inc. · Powered by