How to Effectively Market to Direct Clients - What to Say & Do!
Next we're going to talk about the most effective ways to market to direct clients! I've also thrown in a special bonus as the video above is an exclusive interview with THREE Escrow Officers who give away incredible tips and information that will help you get the highest paying jobs!
I've also attached a few amazing items to help you! Attached to this lesson in the "Files" area you'll find;
A Direct Marketing Script
A Reference Strategy for How to Get Escrow Business "Cold"
A Real-Time Example of How to Complete a Direct Marketing Visit
Go into office and introduce yourself. Keep in mind what days and times will likely be chaotic and hard to have a conversation. (P.S: EVERYONE is in a good mood mid morning on a Friday.)
Use the script attached!
Share gratitude (Think of a kind gift such as cookies, an office starbucks giftcard etc)
Watch the video above for some ideas! Anything you learn about what they may like, make sure to log it as a note in your Notary Marketing Success Software!
Share your contact info by providing a card and getting the card of a key contact there at the office
Add that company & contact info into your Notary Marketing Success Software ASAP!
Send a follow-up email sharing your gratitude and excitement
Use your email messaging tool so you keep track and know when they opened the email!
Create a task/reminder to follow up in one week. Make note in your reminder any good topics or talking points to emphasize when following up. (Such as end of month approaching and emphasizing your flexibility and easy booking link!)
Use your task/reminder tool and don't forget to share that simple booking link! That will wow!
Add Your Client to your weekly email newsletter or campaign program to keep your business and services top of mind. We're going to learn all about Monday Emails & How to Build Email Campaigns coming up!
refresh this doc https://drive.google.com/file/d/1-nvOKRMhrRUesNxqytTSdJ8xFuvS_7pG/view?usp=sharing