The SIMPLE Checklist That Drives $10M in Sales

In this webinar, CoachG breaks down the secrets to using a Client Needs Assessment to uncover cross-selling opportunities and maximize revenue. Learn how to ask the right questions, gather key information, and build trust with your Medicare clients.

CoachG shares his proven strategies for transitioning conversations seamlessly, positioning other specialists, and introducing additional products like dental coverage, annuities, and life insurance. For even more hands-on training and resources, check out CoachG’s live coaching sessions through his program.

 

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Key Topics Covered:

- Client Needs Assessment: Using structured questions to identify gaps in coverage and uncover new sales opportunities.

- Fact-Finding Techniques: How asking the right questions can build trust and position additional products.

- Cross-Selling Opportunities: Introducing ancillary products like dental, life insurance, annuities, and property coverage.

- Transitioning Conversations: Making smooth handoffs to team specialists for specific sales areas.

- Permission-Based Selling: Asking for permission to revisit topics later and creating trust-based client relationships.

These elements highlight the actionable strategies discussed in the webinar and direct viewers toward further learning opportunities through the Coach’s Office program. Don’t forget to subscribe for more helpful business scaling tips!