Virtual Classroom: The Preliminary Appointment

When:  Jun 3, 2024 from 11:00 AM to 12:00 PM (ET)

This module deals with conducting an effective Preliminary Appointment. It is designed to help you understand:

•How to get prospective clients to open up to you so that you clearly recognize their needs
and concerns
•How to gather the information you will need to calculate client fees and quantify your value
•The best motivational strategies and techniques to use with each prospective client
• How to overcome common Preliminary Appointment problems
• When a project retainer is the better option

Contact

Lexi Cavazos
(920) 020-2020
lexi@acplanners.org