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公司名稱: --
職業: 基金投資
地址: --
年資: 3
家庭資料 - 配偶 : 已婚 -- 有一位能幹和愛家庭的太太
家庭資料 - 孩子 : 1個13歲的女兒
家庭資料 - 寵物 : 曾經養過一隻超級活潑的Fox Terrier女仔 名叫包包
業餘愛好: 湊女、踩單車、返教會、旅行
感興趣的活動: 遊歷中國大江南北
原居地 : 荃灣
居住多久: 自出生以來至結婚
我的熱切期望 : 今日的我比昨天的我更有智慧、生活得更有意義、更愛家人和更加平安
沒有人知道的秘密是... : --
我的成功關鍵是 : 做緊嘅嘢同自己的價值觀配合
目標 : 安居樂業、生命有質感
成就 : 找到人生的意義、做到喜歡的工作、得到別人的信任、有充滿愛的家庭
1. 請詳細形容你所提供的產品及服務: (請清晰及明確地描述)
The following describes the products & services you offer. [Be VERY specific]
i. 了解客户和家庭財務需要
ii. 讓客戶認識保險制度的可靠性
iii. 設計一套全面的財務解決方案
iv. 跟進客户需求變更及提供貼身服務
The following describes the products & services you offer. [Be VERY specific]
i. 了解客户和家庭財務需要
ii. 讓客戶認識保險制度的可靠性
iii. 設計一套全面的財務解決方案
iv. 跟進客户需求變更及提供貼身服務
2. 你所提供的產品與競爭者之間的分別: (例如: 我的產品 5 年內包退換)
How are you different from your competitors? [eg: My product comes with a 5 years money back guarantee etc]
i. 對醫療需要有親身的經驗, 能為客戶提供貼身的建議、避開不必要的陷阱
ii. 專為香港以及國內的公司中高層以及專業人士提供緊貼市場導向的理財方案
How are you different from your competitors? [eg: My product comes with a 5 years money back guarantee etc]
i. 對醫療需要有親身的經驗, 能為客戶提供貼身的建議、避開不必要的陷阱
ii. 專為香港以及國內的公司中高層以及專業人士提供緊貼市場導向的理財方案
3. 請明確列舉你想找尋的目標市場 / 顧客: (例如: 律師, 銀行家, 地產業等)
Name businesses / people within your Target Market. [eg: Lawyer - House Buyers, Bank Officers etc]
i. 香港以及國內的公司中高層
ii. 專業人士, 例如醫生、律師、建築師、金融業人士
Name businesses / people within your Target Market. [eg: Lawyer - House Buyers, Bank Officers etc]
i. 香港以及國內的公司中高層
ii. 專業人士, 例如醫生、律師、建築師、金融業人士
4. 請教我用一句好的開場白,即可為你找尋到適合的目標客戶/ 資源?
What would be good “Conversation Starters” so that I can listen out for lead phrases? [eg: Cleaner - How long does it take you to clean your entire house?, Lawyer - Do you know what your rights as an employer are? etc]
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What would be good “Conversation Starters” so that I can listen out for lead phrases? [eg: Cleaner - How long does it take you to clean your entire house?, Lawyer - Do you know what your rights as an employer are? etc]
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5. 告訴我當我聽到一句怎樣的說話時即表示有機會可以為你找到合適的引薦?
What “Phrases Do I Listen For” to find you a referral? [eg: Accountant - I don’t have time to do my taxes, Web Developer - I’m looking to market my business internationally, Printer - I’m getting married etc]
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What “Phrases Do I Listen For” to find you a referral? [eg: Accountant - I don’t have time to do my taxes, Web Developer - I’m looking to market my business internationally, Printer - I’m getting married etc]
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6. 我該如何衡量一個引薦的質量/認真程度? 例如: 我能否告訴___你真的需要請一個新工人? (對方的答案越仔細越理想)
How can I “Qualify” a referral for you to see if they are serious? [eg: Can I tell ___ that you are serious in getting a maid?, Can I inform ___ that you will be visiting his outlet tomorrow at 10 AM? The more specific the better]
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How can I “Qualify” a referral for you to see if they are serious? [eg: Can I tell ___ that you are serious in getting a maid?, Can I inform ___ that you will be visiting his outlet tomorrow at 10 AM? The more specific the better]
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7. 對你來說什麼會是一個不合適的引薦? (例如: 向批發商只訂一件貨)
What is NOT a good referral for you? [eg: Distributors – single item orders, Contractor – soft furnishing etc]
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What is NOT a good referral for you? [eg: Distributors – single item orders, Contractor – soft furnishing etc]
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8. 一般人對你的業務有什麼誤解及我應如何回應? (例如: 風水顧問的費用一般都很昂貴)
What are the most common misconceptions of your business & what should I say? [eg: Feng Shui consultations are expensive, There are hidden cost behind every bridal package etc]
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What are the most common misconceptions of your business & what should I say? [eg: Feng Shui consultations are expensive, There are hidden cost behind every bridal package etc]
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1. 四大會計師行的合顆人
2. 投資銀行董事
3. 政府工程師
4. 政府醫院顧問醫生
5. 資深中學教師
6. 上市公司
7. 公司秘書
8. 玩具製造商高級管理人
9. 退休人士
10. 律師事務所合夥人
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Ideal Referral:
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Dream Referral:
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