The networking and prospecting system

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A detail explanation of how the networking and prospecting system works

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Slide 1: 

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

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

Slide 4: 

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 Insert these active fields anywhere in your letter Update!!!

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 address

E-mail your client : 

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

Slide 10: 

We are now here in the process

Slide 11: 

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

Slide 12: 

Client Hugo completes and clicks this button Remember client Hugo inserts Paul Mault as a referral E-mail address here

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

Slide 14: 

This happens automatically

Slide 15: 

From client to Broker Client’s e-mail address

Slide 16: 

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

Slide 18: 

The cycle completed

Slide 19: 

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

Slide 20: 

From referral to the client

Slide 21: 

The database