Telephone Scripts, Emails, and Templates
These tools will help you throughout the sales cycle with federal employees and have been developed based on tried and proven industry best-practices.
Phone Script for Scheduling the First Two Meetings
A sample script to use when scheduling the first and second meetings with federal employees.
Talking Points for Meeting #1
A list of talking points to use when conducting the first exploratory meeting with federal employees.
Confirmation Email
A sample confirmation email to use after scheduling the first and second meetings with federal employees.
Professional Bio Templates
Using one of these professional bio templates in a seminar setting is a great way to let the attendees learn a little about you, your family, and the unique ways you help federal employees.
Customized Report Covers
Tailoring the cover page of the benefits reports is a great way to make you and your practice look sharp. The standard front cover provides little visual interest, so here is your chance to make a great impression.
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