How To Qualify Clients Before The Sales Call 📞
If you are any kind of coach/consultant you'll come across a problem when trying to close clients. Either they: - Aren't serious - Don't show up - Don't know that it's paid - Don't know what the offer is - but they want to talk to you because you're strikingly handsome. I struggle with this myself and i've been working towards a solution that i will share here. To eliminate or at least mitigate this issue, try using forms for your prospects to fill out an "intake form" before being able to book a call with you. An "intake form" is just a fancy way of saying qualifying questionnaire. It will have qualifying questions and everything you need to DM them, qualify them further, and have the information you need before you get on a call with them. You will need 2 things: a calendar (with form functionality) AND a form software that will come before the calendar when you are speaking to prospects. - Calendly (free + paid) - You will absolutely need a Calendly account. You will have to upgrade to add more questions and have more flexibility. You will need this whether you have a separate intake form or not. - JotForm (free) - You can create your intake form here for free and get email notifications for new leads. (Downside: I don't like the design of the forms). - TypeForm (free + paid) - A great-looking form with a lot of customizability and automation features. - Recommended for beginners: Google Forms (free) - A classic solution that can pair with Google Sheets to capture your lead information. If you chose to use Google Forms, here are some of the questions you would include. In the description section of your form, you can add something as simple as: “I need to learn more about your unique situation before I know I can help you with [your niche]. If I can help you, I will reach out to you with a few more questions.” Here are some options for qualifying questions you can add to your form: - First name, email, phone number, and social media handle (all separate questions, the basics)