Coverting callers to clients
ByCreated Brandi211 (12-08-2024)
Informative
Makes a Complex Process Simple
ByCreated Amelia Varner (05-07-2023)
This course is very helpful for someone who wants to have a positive experience finding new clients. It takes the guess work out of the process.
Converting Callers to Clients
ByCreated Diane Grusky (06-20-2023)
Great Advice and really touches on a lot of different scenarios and how to be prepared to handle them.
Excellent Information
ByCreated Cynthia Soderlund (11-01-2024)
This course has given me the information I need to be confident in receiving that first client call.
Converting Callers to Clients: Carrying on the Conversation
ByCreated Pamela Hernandez (09-21-2024)
Excellent Content. Great visuals
Great info!
ByCreated Fatiha Malik (04-02-2024)
This course provides very helpful information as a new PA that I have already made mistakes on and now I know the correct way to answer questions about payment, and how to properly vet my prospective clients.
Client Aquisition
ByCreated Donna Schaefer (03-26-2024)
Great class!
Tremendous Course!
ByCreated Gayle Gwozdz (03-01-2024)
Trisha is a fabulous teacher. She breaks things down into manageable pieces. She adds humor and personal experiences. She makes learning fun (even entertaining). She follows the best principles of teaching with all of her courses: “Tell me what you’re going to teach me. Teach it to me. Tell me what you taught me.” It doesn’t get any better than a presentation from Trisha!
Title accurately summarized the content
ByCreated Judy Hamouda (12-22-2023)
This content is a “must” before starting an advocacy practice and possibly losing your first client opportunities.
Client Acquisition Converting Callers to Clients
ByCreated MAUREEN RULISON (12-19-2023)
helpful
Great Insight
ByCreated Melanie Parks (03-12-2022)
The things that we, as new advocates, wouldn’t have thought of!!!
Excellent info on Caller to Client
ByCreated Darlene Christy (10-11-2023)
I received some surprising don’ts in this session, and feel much more prepared to have initial conversations with success.
Lots of good tips for beginners
ByCreated April Applegate (10-10-2023)
Course provides lots of good tips for beginners, especially those with little or no experience in sales and marketing. In some places, the tone is a bit dogmatic, and the cheesy music has got to go! On balance, though, an excellent step-by-step introduction to landing potential clients.
Converting Callers to Clients: Carrying on the Conversation
ByCreated Heidi Johnson (09-28-2023)
Excellent suggestions and a good reminder to make adjustments to current practices.
Converting Clients to Callers: Carrying on the Conversation
ByCreated Linda Sample (08-24-2023)
Helpful! This course increased my confidence by providing a process for gaining new clients.
Great learnings
ByCreated Megan Stewart (07-10-2023)
I found the information in this course to be extremely helpful. Excellent content, well-organized, and easy to follow. Thank you!
Great Course
ByCreated Amy Terrell (07-01-2023)
Thanks for giving steps on how to approach a client-advocate relationship.
converting callers to clients
ByCreated Dana Boyd (11-14-2023)
Great info and great pieces of advice
Converting Callers to Clients: Carrying on the Conversation
ByCreated Jeannine Guion (04-24-2023)
Useful and applicable information delivered clearly
Converting Callers to Clients
ByCreated Laurie Pereira (06-23-2022)
Very useful information.
Lesson 8
ByCreated Kay Kelly (03-09-2022)
Great information!
Converting Callers to Clients
ByCreated Karen Balerna (08-14-2022)
Good strategies
excellent tips
ByCreated Carol Edvin (04-02-2023)
This course was very helpful especially with regards to avoiding some potentially costly an non -productive mistakes.
CLIENT ACQUISITION: CONVERTING CALLERS TO CLIENTS
ByCreated Jocelyn Fraser (03-14-2023)
This lesson equips advocate with essential tools and techniques for a successful client call.
Learned alot
ByCreated Lisa Lester (11-29-2022)
great lesson
Detailed
ByCreated Ali Aminzadeh (11-26-2022)
Very help
Carrying on the Conversation
ByCreated Carey Lemmons (10-21-2022)
Good examples of how to manage a call
Comprehensive overview of assessment
ByCreated Amy Dharawat (10-18-2022)
Very comprehensive overview of an initial assessment.
Client Acquisition
ByCreated Deidra Kindred (08-20-2022)
Great course with wonderful tips
Converting callers to clients
ByCreated Linda Kritikos (04-20-2023)
well understood
caller basics review
ByCreated Lisa Perrone (03-16-2022)
great finish.
Converting Callers to Clients – Course Review
ByCreated Kay Godfrey (06-30-2022)
Good course. A few more additional scripts would have been helpful. Otherwise, really enjoyed it. Thank you!
converting calls
ByCreated lisajc2pers (06-15-2022)
great info
Converting Callers to Clients: Carrying on the Conversation
ByCreated Tiffany Matthews (06-11-2022)
Great content delivered in a great way! I was doing it wrong!
Wise advice
ByCreated Sandra Woodruff (06-06-2022)
Good step by step advice for those of us beginning our journey.
turning calls to clients
ByCreated Amanda DiGiovanni (05-20-2022)
This course had some good tips and sample verbiage to model during our client conversations.
Thank you
ByCreated Ria Pattison (04-24-2022)
I really enjoyed this course!
Converting callers to clients
ByCreated Anne Krueger (03-25-2022)
Very helpful tools and scripts
Carrying on Conversation
ByCreated Sheldon Britt (03-23-2022)
Absolutely learned from my mistakes with first callers.
I know the difference now from being confident to being commanding
ByCreated carole hirsch (11-28-2024)
This course was well organized and gave a clue to what I’m not doing to close the call. I will change my ways
Best Practices in Independent advocacy
ByCreated Dana Hutson (02-20-2022)
helpful and relevant
Converting callers to clients
ByCreated Nan Wetherhorn (10-08-2021)
content clearly rovided
Converting Callers to Clients
ByCreated Tara Knutson (10-13-2021)
Understanding clients mindset, how to be prepared to handle initial phone call, things to say and NOT say, and warnings.
Great initial call plan!
ByCreated Christie Cox (02-12-2022)
Step-by-step instructions on doing initial client calls.
The call format
ByCreated Nancy Taylor (01-23-2022)
This had a good format, I would have like to see more examples of overcoming objections to cost.
Grateful for this course
ByCreated Stacey Robertson (01-14-2022)
I am grateful that experienced advocates have shared examples of how prospective clients will push back or challenge the advocate during a call, and explained what to do in those situations.
Taking he call
ByCreated Wendy Stanley Jones (01-01-2022)
This is well laid out to either reinforce what you already know about business, closing the sale and do’s o don’ts or helping you develop these skills
Power Info
ByCreated Kenneth Klein (12-26-2021)
Invaluable
Converting Callers to Clients
ByCreated Dr. Kristina D Carter (12-12-2021)
Very enjoyable and informative. Great nuggets.
Great
ByCreated Chasity Appleton (11-09-2021)
This course was absolutely what I needed. The content is phenomenal.
Many lightbulb moments…
ByCreated Anne Getty (01-19-2021)
Great course on marketing yourself, and your business without giving away the goods!
Very helpful and complete
ByCreated Mary Jozwik (10-18-2020)
coverting callers to clients
ByCreated andrea davidson (10-12-2021)
very informative and I now have a better understanding on how to convert a caller to a client.
Very helpful
ByCreated AIMEE STOOPLER (05-24-2021)
well laid out and great downloads are available
Converting Callers to Clients: Carrying on the Conversation
ByCreated Wendy Nawara (04-19-2021)
Good suggestions
Converting Callers to Clients
ByCreated Heidi Choiniere (03-10-2021)
Great content and very helpful information! Thank you for the downloads!
Carrying on the conversation
ByCreated Bridget Stipanovich (03-02-2021)
excellent inform….will have to review again !!
Converting Callers to Clients
ByCreated Leslie Heller (03-01-2021)
Excellent Course
Converting Callers to Clients: Carrying on the Conversation
ByCreated Kathy Ross (03-01-2021)
conversion
Converting Callers to Clients: Carrying on the ConversationConverting Callers to Clients: Carrying on the Conversation
ByCreated Bruce Appel (02-25-2021)
Thorough
Converting calls to clients
ByCreated Jennifer Vollrath-Grosam (02-24-2021)
Excellent tips for someone entering this business.
Converting callers to clients: Carrying on the conversation
ByCreated Stephanie Schulz (03-04-2022)
Trisha makes this process sound so easy! I feel much more prepared to take calls.
Converting Callers to Clients
ByCreated Lorraine Swedberg (10-13-2020)
This was a good overview of how to successfully secure a potential client. I liked the goals outline of what each call should accomplish as well as the list of tools to have ready when the phone rings. Also, we can never be told enough that we need to start by listening and then listening some more.
ByCreated Cydney Callanan (10-15-2020)
Overall very good
ByCreated Lee-Ann Gordon (09-04-2020)
One more download that would be helpful is examples of responses to objections. I am going to go back through the course to take screen prints for my reference.
Great course
ByCreated Kimberly Acosta (08-23-2020)
This course provides a step by step guide on how to handle an initial call and pitfalls to avoid. I found this course incredibly helpful.
A needed course
ByCreated gonyeka (05-28-2020)
This course provides quite a bit of good advice for converting the calls. I feel following these tips could really help.
Client Aquisitions
ByCreated Nancy Kandel (04-26-2020)
This was incredibly helpful. After taking a personal leave from my business this helped me get back on track and remind myself of very important points.
Converting Callers to Clients
ByCreated Nancy Keller (04-21-2020)
Thorough, instructive, and practical.
Converting Callers to Clients
ByCreated Shelley Stutchman (04-14-2020)
Excellent. I learned a lot of tips and there were several don’t I was guilty of…but now I know how to correct them.
Client Acquisition:Carrying on the Conversation
ByCreated Althea Halchuck (04-14-2020)
Great class with useful tips on how to turn an initial phone call into a paying client.
Carrying on The Conversation
ByCreated Marc S. Berlin (03-18-2020)
This was a great course to learn how to handle prospective clients. It went into objections and how to make a call a win win situation.
Essential course
ByCreated Scott E Fraser (03-10-2020)
I will re-visit this course again and again. Having started my practice more than one year ago, I relate to many of the points made in the course – extremely practical!
Carrying on the Conversation
ByCreated Cynthia Johnson (03-04-2020)
Converting Callers to Clients-Excellent information, wish I had some of it sooner!!
Converting Callers to Clients
ByCreated stacycaresok (02-26-2020)
Extremely useful. I’m new to professional advocacy and took this course today within hours of a call with a potential client. The content is spot on!
Converting Callers to Clients
ByCreated roseannegeisel (02-18-2020)
I learned a very effective method for handling prospective client calls. I now have a consistent approach and helpful insights into callers. The resources are great also.
Client Acquisition
ByCreated Kimberly Rowell (02-04-2020)
Excellent!
A must for all new Advocates!
ByCreated Brandie Bland (02-03-2020)
Great content and wonderful advice! Looking forward to another course.
Great course
ByCreated heather guidone (01-05-2020)
.
Thank you!
ByCreated Ben Anderson (01-05-2020)
Now it makes sense why people wouldn’t hire me. I’ll try the new information I have learned.
104 Client Acquisition: Carrying on the Conversation
ByCreated Andrea Rosenblume (01-03-2020)
Content was very useful, practical, and made so much sense. Thank you!
More confidence and more successful calls.
ByCreated Anita Smithers (12-21-2019)
Now I know why patients were just hanging up and not hiring me. Now I am better prepared for when they call me! I can’t believe all the things I was doing wrong.
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