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Step 6 - Sales Tools

NEEDS ANALYSIS Worksheet: 

  • Print 10 copies of each needs analysis worksheet. This worksheet will be completed and texted to your manager on EVERY appointment to help you determine the right product for the client. 

  • Needs Analysis Training: Complete the needs analysis for yourself (as if you are a client) and text the completed document to your manager. Your manager will then make the product recommendation and work with you on how we present the quotes.

Needs Analysis Training - ​Watch this video to learn how to complete the Needs Analysis during your client meetings

SECURE AGENT ID:

  • Agents utilize Secure Agent ID during virtual and telesales to establish rapport quickly with their clients. With Secure Agent ID, agents have noticed a reduction in clients questioning their identity, leading to fewer instances of "How do I know who you are?'"

  • FREE CRM, you can now track your business and grow your business quicker!

  • Custom Website

  • Custom URL

  • Web Meeting Intergration

  • Unlimited booking calendars!

  • Unlimited Contacts!

​

USE DISCOUNT CODE: EQUIS20 for 20% off EVERY MONTH, on the NEW AGENT plan FOR LIFE!

*Optional

SET UP FREE WHEREBY ACCOUNT 
SET UP EMAIL SIGNATURE 

  • ​Send your email signature to your manager for review

  • Instructions for Gmail

  • 1. In email click settings
    2. Then click All settings
    3. Scroll down to signature
    4. Click Create New
    5. Type in your information to match picture
    6. Click save changes

Screenshot_20240812_134744_Gmail.jpg
DOWNLOAD & PRINT VIRTUAL TOOLS

  • ​​Create a folder on your desktop, one drive or google drive for easy access. Print in color and laminate front and back

© 2024 by The Theodore Group

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