The Active Prospecting system

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www.activeprospecting.co.za The only prospecting and client networking solution

To assist you in achieving your goals by ensuring: : 

To assist you in achieving your goals by ensuring: Comeback business from your existing clients through regular marketing of your products or services. A steady inflow of new clients into your business through a process of regular networking and prospecting. A satisfied and loyal client that does not stray to the competition at the first opportunity they get

How?? : 

How?? The Networking and Prospecting system The bulk e-mail system The client contact system

Ideal Prospect/Referral : 

Ideal Prospect/Referral Suit your ideal profile client Introduced by client/referrer Referral to agree to appointment HOT LEAD !!!

The networking and prospecting system : 

The networking and prospecting system

Who is who in the example? : 

Who is who in the example? We have a Broker called My Broker He has a Client called Hugo Blom Hugo enters a Referral called Paul Mault

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Lets break it down

Lets break it down : 

Lets break it down To start the process you need to follow four simple steps

Design your letters to clients and save under your profile : 

Design your letters to clients and save under your profile Write the content of your letter Update!!! Insert these active fields anywhere in your letters

Design letter to prospects and save under your profile : 

Design letter to prospects and save under your profile Write the content of your letter Insert these active fields anywhere in your letters

Load client onto database : 

Load client onto database Remember, My Broker has a client called Hugo Blom Choose language Choose between new, existing or network client. Different letters for different client types

E-mail your client : 

E-mail your client Simply click on the red envelope Or the black to resend an e-mail

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We are now here in the process

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Client, Hugo Blom gets an e-mail from the broker’s (My Broker) e-mail address System automatically inserted details Client clicks on the link

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Client Hugo completes and clicks this button Remember client Hugo inserts Paul Mault as a referral

Now what happens? : 

Now what happens? Broker (My Broker) gets an automatic e-mail informing him that the client (Hugo) submitted a referral The referral (Paul) receives an automatic e-mail from the client (Hugo) with the letter to prospects. Remember the Broker designed the e-mail to the referral

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This happens automatically

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From client to Broker Client’s e-mail address

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Referral, Paul gets an e-mail from the client, Hugo. System automatically inserts details Referral can click on options

What if the referral chooses “CALL ME”?? : 

What if the referral chooses “CALL ME”?? Broker (My Broker) gets an automatic e-mail from the referral(Paul) to call him The Client (Hugo) gets an automatic e-mail from the referral giving him feedback. The Broker’s (My Broker) database is updated with all the information

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The cycle completed

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From the referral to the Broker Paul’s e-mail address

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From referral to the client

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The database

What if the client gives you referrals manually?? : 

What if the client gives you referrals manually?? Simply collect the information and submit it on your database Link the referring client to the referral The remainder of the process stays the same

Manual system : 

Manual system Insert referral details Link to referring client

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Still the same process

The Bulk e-mail system : 

The Bulk e-mail system Re-design your letters as often as you like Use the system to market new products and services Send it to all or a selection of your clients The prospecting and networking system always form part of the process

Regular client contact : 

Regular client contact Newsletters on a quarterly basis Automatic birthday e-mails to clients E-MAILS COME FROM YOUR INBOX EVEN THOUGH WE SEND THEM ON YOUR BEHALF

Advantages of using Active Prospecting : 

Advantages of using Active Prospecting Automated system Effective way of training your client Introduction done by client Non threatening approach Regular automatic client contact Feedback driven Activity driven

Cost of Active Prospecting : 

Cost of Active Prospecting R300 per month for full service including: Referral system Newsletters to clients Birthday e-mails to clients ONE referral per year pays the system

Questions??? : 

Questions??? Thank you for the opportunity