Phone and Remote Sales

Opening a call, needs analysis, consent and recording rules.

FreeWhatsApp2 min a day31 activities

What’s inside

  • Preparing and opening the call
  • Needs analysis on the phone
  • Explaining the policy honestly
  • Getting clear consent
  • Recording, records and closing

Sample question

The customer says: "We've just had a baby and I want to do something for the family." What is the best next step?      
Ask open questions about the family's situation, existing cover and prioritiesStart describing the most comprehensive package straight awaySuggest the cheapest policy and keep the call short

Questions arrive on WhatsApp like this and are answered with one tap.

How it works

  1. 1Start the programLeave your name and number; the first question reaches your WhatsApp within seconds.
  2. 2Two minutes a dayShort, interactive questions: fill in the blank, ordering, matching and more.
  3. 3Points and rankingEvery correct answer earns points, and the team ranking keeps people coming back.

What the manager sees

Once the program runs for your team, the dashboard shows who takes part, which topics are answered correctly and where people struggle most, so knowledge gaps surface before they turn into lost sales or complaints.

This program can be part of your annual training plan

Let us prepare a 12-month training plan around your roles and documents, free of charge.

Get my annual plan

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