Be The First To Know

Welcome aboard! We are thrilled to have you.
Uh oh, something went wrong. Try submitting the form again.

Melinda Livsey

How do you talk to a potential client during the first sales call? How can you improve your client on-boarding process?

Video Content

First Client Meeting: The Sales Call

What do you do when a client calls and asks "How Much?" How should you respond to new business inquiries?

In this episode, Chris sits down with brand strategist, Melinda Livsey, and gives her some tips and techniques to help her refine and level up her process. Like many of you out there, Melinda wants to know how she can give clients a better experience during the onboarding process. She currently feels strong in her process for branding as a one-woman business, but because she wants to work with other creatives, she feels like it’s time to make some adjustments. Luckily, Chris knows just what to do.

With a little bit of role-play, Chris helps Melinda ask the right questions when the client needs more than what they’re originally on the phone for. Melinda shares an example of a recent event: one of her leads needed brand strategy, but it was later discovered in that first phone call that they needed a website, too. Unsure of how to expand the service offering and lay out a process for the client, Melinda turns to Chris to guide her in case a similar situation pops up again.

Role-playing is super effective in training yourself how to ask the right questions, and respond to clients in a way that’s empathetic yet moves the sale forward. Seeing yourself in the third person allows you to see where you can improve, where you typically slip up, and how you can recover if you do again.

Keep up with Melinda by visiting her website: https://www.marksandmaker.com/

First Client Meeting: The Sales Call

Please fill in the form below to download First Client Meeting: The Sales Call. It will be in your inbox shortly after.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

This form collects your name and email so we can add you to our email list and send you our newsletter full of helpful insights and updates. Read our privacy policy to understand how we protect and manage your data.

Aug 29

First Client Meeting: The Sales Call

How to talk to a potential client during the first sales call or new business inquiry. How can you improve your client on-boarding process?

How to talk to a potential client during the first sales call or new business inquiry. How can you improve your client on-boarding process?

How to talk to a potential client during the first sales call or new business inquiry. How can you improve your client on-boarding process?

What do you do when a client calls and asks "How Much?" How should you respond to new business inquiries?

In this episode, Chris sits down with brand strategist, Melinda Livsey, and gives her some tips and techniques to help her refine and level up her process. Like many of you out there, Melinda wants to know how she can give clients a better experience during the onboarding process. She currently feels strong in her process for branding as a one-woman business, but because she wants to work with other creatives, she feels like it’s time to make some adjustments. Luckily, Chris knows just what to do.

With a little bit of role-play, Chris helps Melinda ask the right questions when the client needs more than what they’re originally on the phone for. Melinda shares an example of a recent event: one of her leads needed brand strategy, but it was later discovered in that first phone call that they needed a website, too. Unsure of how to expand the service offering and lay out a process for the client, Melinda turns to Chris to guide her in case a similar situation pops up again.

Role-playing is super effective in training yourself how to ask the right questions, and respond to clients in a way that’s empathetic yet moves the sale forward. Seeing yourself in the third person allows you to see where you can improve, where you typically slip up, and how you can recover if you do again.

Keep up with Melinda by visiting her website: https://www.marksandmaker.com/

Watch on
Episode Links
Hosted By
special guest
produced by
edited by
music by
Appearances
recommended reading
No items found.

How to talk to a potential client during the first sales call or new business inquiry. How can you improve your client on-boarding process?

Podcast