Offliners: How do you do it? Taking a Poll

by 5Tool
18 replies
Hello Everyone- Looking at recent posts, it looks like there are a few different ways successful offliners approach the initial client meeting and also the followup.

Some try for a one-call close while others gather info and work up a proposal.

Some have clients sign a contract while others use a series of emails to provide the service details.

Some provide a detailed list of services to be provided, others guarantee certain results

How do you work: one-call close or leaving proposal, contract or emails, detailed services or guaranteed results?

I'll be interested to see how it turns out.

Let's hear from the pros!
#offliners #poll #taking
  • Profile picture of the author 5Tool
    Hmmmm....no one has any thoughts or opinions..?
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  • Profile picture of the author RGallowitz
    Gather information on the client --> Obtain meeting --> Present proposal --> Send thank you note --> Follow up meeting --> Yes/No? -- Thank client again.

    Always OVERDELIVER
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    • Profile picture of the author JohnMcCabe
      Potential client contacts me (either via referral or lead magnet)

      Actual conversation - may lead to deal, may not

      If there's a deal, either an email or a physical letter summarizing the deal and any particulars that need recording

      Never guarantee results
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      • Profile picture of the author 5Tool
        Thanks for your input gentlemen...

        John- A couple of quick questions:

        Do you detail your services? For example- setting them up in Google Maps, writing x number of articles, setting up an autoresponder...How much detail do you go into about what specific services you are delivering?

        Do you leave a proposal if they don't buy on the spot?

        RGallowitz-(didn't know your first name-sorry) Do you have them sign a contract?
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        • Profile picture of the author JohnMcCabe
          Originally Posted by 5Tool View Post

          Thanks for your input gentlemen...

          John- A couple of quick questions:

          Do you detail your services? For example- setting them up in Google Maps, writing x number of articles, setting up an autoresponder...How much detail do you go into about what specific services you are delivering?

          Do you leave a proposal if they don't buy on the spot?

          RGallowitz-(didn't know your first name-sorry) Do you have them sign a contract?
          > No, I don't give specific details, for two reasons.

          First, I become just another service provider and a detailed list practically begs to be price-shopped. I won't negotiate line by line.

          Second, I don't like the glazed, deer-in-the-headlights look people get when I have to explain what the items are and why I want to do them. If things are going well, and they ask about specifics, I'll just ask "are you sure you really want to know? The details are about as exciting as reading a tech manual..." Most of the time, the answer is no - they're more interested in the results than the exact process.

          It's kind of like getting your tires rotated. I really don't care about what bolt pattern the mechanic uses, or the precise setting on his torque wrench. I just want to be confident that my wheels aren't coming off.

          I will go into generalities, like increasing reach online or using a website to cut down on repetitive phone calls. What we end up doing on the Internet is usually just part of the package, anyway.

          > No, I don't leave a proposal. (see my first comment above)

          I will leave a business card, and maybe a white paper or report. And, if I think we're a good match, I'll keep communicating with them using a drip campaign.

          It's all about positioning. I want to be the trusted adviser and confidant, rather than a contractor that can easily be replaced.
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          • Profile picture of the author rosetrees
            John's pretty much summarised how I do it.

            Keep it informal and friendly and most importantly try and engage your client in the process. That's the teacher in me coming out, I think.
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            • Profile picture of the author 5Tool
              If you're not promising particular results and you're not detailing your services, what do you say to clients regarding what you'll do for them?

              What wording do you use?

              John gave some idea of what he says-thanks John

              Any other ways/wording other offliners describe what you do for the client?
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              • Profile picture of the author JohnMcCabe
                Originally Posted by 5Tool View Post

                If you're not promising particular results and you're not detailing your services, what do you say to clients regarding what you'll do for them?

                What wording do you use?

                John gave some idea of what he says-thanks John

                Any other ways/wording other offliners describe what you do for the client?
                I should have mentioned that by the time we get to this point, we've already had a pretty lengthy discussion about the business itself - where it is now, where the owner wants to go, what's already working, what isn't, etc.

                There are some common themes, but each situation is a little different. Some grab onto an idea and it turns them on more than anything else, so that's usually where we start. Some need to bump up cash flow, so we look at stuff we can do quick and cheap to make the register ring. And so on...

                As far as guaranteeing specific results, it's a trap.

                If I guarantee a 10% increase in something, and it only goes up 9%, I've failed. If it goes up 40%, it looks like I wasn't confident (or maybe smart) enough to guarantee that. You can't win.
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      • Profile picture of the author Riz
        This was pretty much my model also but now it is exclusively via seminars.

        Riz

        Originally Posted by JohnMcCabe View Post

        Potential client contacts me (either via referral or lead magnet)

        Actual conversation - may lead to deal, may not

        If there's a deal, either an email or a physical letter summarizing the deal and any particulars that need recording

        Never guarantee results
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  • Profile picture of the author DogScout
    General idea of what I do, most don't get it anyway. (Have yet to meet a client that can wrap their head around article writing or forum commenting and not one has heard of an auto-responder.) I had an pamphlet made for a client's customers and to use and to add with an auto-responder. He was quite surprised to get it. Loved it and is currently editing it. He still doesn't understand the auto-responder aspect. He just likes having it to give to clients in printed form.

    Usually outline roughly a forth of what I eventually do. That usually is more than is contained in any contract they have seen. They have the ability to be pleasantly surprised later.

    No results guarantee, but personally if sales don't go up, I wouldn't take the money anyway. Anyone can guarantee results that mean nothing.

    No contract - most wouldn't 'get it' anyway; meaning I have seen bad contracts and good contracts but have yet to meet a client that knows the difference.

    Clients have all been referrals so far and no one has declined. but being an ex car guy I would be inclined to not leave until they said yes. Lol. (Although a hard close usually means a hard client. Let someone else have them) I have said no and recommended a larger company. I spent 30 minutes free explaining to them what they might want to look for.

    I deal with tiny clients so my methods are somewhat atypical. If I was dealing with larger companies I would do things completely different.

    And of course as stated: Always OVERDELIVER
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  • Profile picture of the author Chris Lagarde
    For me, I made up my own Offline marketing mindmap. The information is presented in an easy to read format. It's quite different from the original Mind Map that Maria Gudelis sold (haven't seen her 2.0 version).

    It's in color (used Mindmanager to create it) and I had it printed and laminated in 11 X 17 format at the local FedEx Kinko's. I use it as a teaching tool about what I will be providing.

    The business owners tend to like it. By taking the time to explain what I will be doing for the money, the owner's mind is put at ease. They are afraid of paying for a service for which they have no idea how it's being done. Per John's analogy above, they may not want to know what the torque is for tightening the wheel lug nuts, but they do want to understand, in a rough sense, what is being done e.g. tightening the lug nuts.

    Of course, I find some business owners don't want much detail at all and the education aspect has served to only confuse them. Who knows? By this time next year I may have chucked this, and will have adopted another approach.
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  • Profile picture of the author TheDebtEliminator
    Hello Alex,

    I am very interested and will sent you a PM

    All the Best
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  • Profile picture of the author rakoom2002
    Like someone else mention. Thank You notes are awesome. Always trying and separate yourself from the competition and stand out. That way when the prospect is going to make a decision and there are say, 10 people that made all decent presentations, if you did something to stand out its almost guaranteed that they will chose you over the rest.
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  • Profile picture of the author windfall_results
    I use direct mail to generate leads and then follow up with a phone call to set an in-person appointment.
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