Client Nurturing
All
of the Tools below
have been created
because they either
directly relate to
improving your
client management skills.
You
will also find more
information on each
in the Biz Builder
Manual.
Click
here to go to the
Manual.
STEP 1 BUSINESS DIAGNOSIS
Step
1 Record of Implementation
Framework Questionnaire
Mini
Business Plan
Value
Your Products and/or
Services!
Business
Diagnostic
Questionnaire
Client
Database Excel File
Data
Capture Form
Sales
Record Form
Activity
Tracker
STEP
2 BUSINESS OPERATIONS
Step
2 Record of Implementation
Presentation
Tools
Client
Analysis
Master
Client Schedule
Sample
Client Schedule
Newsletters
Past
Client Follow Up
Letter and Survey
New Client Signed Up Follow Up Letter
Signed Up Survey
Missed Sale Follow-up Letter
Contracts for Service Business
Sample Record of Implementation
STEP
3 MARKETING TO GAIN NEW CLIENTS
Step
3 Record of Implementation
Champions
Ad Creation
Questionnaire
Blank
Marketing Matrix
Direct
Mail Plus Program
(for more
Information go to
Step 3 of the
Biz Builder Manual)
Joint
Venture Letter
Sample
Ads & Fliers
Complimentary Reports
STEP 4 TIME MANAGEMENT
Step
4 Record of Implementation
Weekly
Time Planner
STEP 5 YOUR MARKETING AT WORK
Step
5 Record of Implementation
Seminars
Sell You!
Sample
Seminar Feedback
Run
a Seminar 25 Point
Checklist
Website Marketing
STEP 6 CATCH YOUR BREATH!
Step
6 Record of Implementation
STEP 7 CLIENT NURTURING PROGRAM
Step
7 Record of Implementation
Nurturing Program Tools
For more
Information on
Nurturing Tools and
Programs, go to Step
7 in the Biz
Builder Manual
STEP 8 EXTRAORDINARY COMMUNICATIONS
Step
8 Record of Implementation
Powerpoint
Shows
Extraordinary
Communication with
NLP
Extraordinary
Understanding of
People via DiSC
Profiles
STEP 9 BREAK AND REVIEW
Step
9 Record of Implementation
STEP 10 BUSINESS STATUS CHECK
Step
10 Record of Implementation
Advanced Business Plan
STEP
11 INTEGRITY AUDIT
Step
11 Record of Implementation
Financial Plan
STEP
12 THE FINAL WRAP UP
Step
12 Record of Implementation
Advanced Framework Questionnaire
Advanced Business Diagnostic Questionnaire
My Commitment to Take Action to be a Champion!
STEP 1 BUSINESS DIAGNOSIS
Step
1 Record of Implementation
Framework Questionnaire
Mini
Business Plan
Value
Your Products and/or
Services!
Business
Diagnostic
Questionnaire
Client
Database Excel File
Data
Capture Form
Sales
Record Form
Activity
Tracker
STEP
2 BUSINESS OPERATIONS
Step
2 Record of Implementation
Presentation
Tools
Client
Analysis
Master
Client Schedule
Sample
Client Schedule
Newsletters
Past
Client Follow Up
Letter and Survey
New Client Signed Up Follow Up Letter
Signed Up Survey
Missed Sale Follow-up Letter
Contracts for Service Business
Sample Record of Implementation
STEP
3 MARKETING TO GAIN NEW CLIENTS
Step
3 Record of Implementation
Champions
Ad Creation
Questionnaire
Blank
Marketing Matrix
Direct
Mail Plus Program
(for more
Information go to
Step 3 of the
Biz Builder Manual)
Joint
Venture Letter
Sample
Ads & Fliers
Complimentary Reports
STEP 4 TIME MANAGEMENT
Step
4 Record of Implementation
Weekly
Time Planner
Integrated
Marketing Programme
(IMP)
Directions
for Use
Free
Consumer Reports
STEP 5 YOUR MARKETING AT WORK
Step
5 Record of Implementation
Seminars
Sell You!
Sample
Seminar Feedback
Run
a Seminar 25 Point
Checklist
Website Marketing
STEP 6 CATCH YOUR BREATH!
Step
6 Record of Implementation
STEP 7 CLIENT NURTURING PROGRAM
Step
7 Record of Implementation
Nurturing Program Tools
For more
Information on
Nurturing Tools and
Programs, go to Step
7 in the Biz
Builder Manual
STEP 8 EXTRAORDINARY COMMUNICATIONS
Step
8 Record of Implementation
Powerpoint
Shows
Extraordinary
Communication with
NLP
Extraordinary
Understanding of
People via DiSC
Profiles
STEP 9 BREAK AND REVIEW
Step
9 Record of Implementation
STEP 10 BUSINESS STATUS CHECK
Step
10 Record of Implementation
Advanced Business Plan
STEP
11 INTEGRITY AUDIT
Step
11 Record of Implementation
Financial Plan
STEP
12 THE FINAL WRAP UP
Step
12 Record of Implementation
Advanced Framework Questionnaire
Advanced Business Diagnostic Questionnaire
My Commitment to Take Action to be a Champion!
| 
