6 Features You Should Incorporate Into Your Initial Calls

[jisansorkar12]

An initial call is the telephone or video call conversation that is made with the aim of establishing a first impression , introducing yourself and making a brief presentation of the product or service offered. You know, it's the moment when you have to make a good impression, delight your potential customers. It is the first verbal interaction between a salesperson and a potential customer and aims to obtain a meeting or an opportunity to further discuss the product or service. The initial call is a key part of the sales process and is used to identify the potential customer's needs and goals and establish a relationship.

6 characteristics of an effective initial call include:
Introducing the company's touchpoints and HubSpot.

Introducing your company and HubSpot's points of contact is an important aspect of fusion database an effective initial call. During this introduction, you should ensure that the client meets the key people within your company and within HubSpot that they will be communicating with throughout the relationship. This includes introducing the client to their advisory point of contact at HubSpot, who will act as their account manager. Additionally, you should also introduce the team within your company that will be working with the client through the HubSpot onboarding and campaign launch process. Knowing the key points of contact will help the client know who to contact in case of questions or issues.

Listen to the client and get a summary of their team and goals.

Listening to the customer is an important part of an effective initial call. During this stage, the customer should be given the opportunity to talk about their team, their roles, and how they will be involved in the HubSpot onboarding process. This allows the salesperson to get to know the customer better and understand how their team works and what their needs are. Additionally, by getting to know their team, more effective and collaborative communication can be established.

Getting a summary of the client's goals is another important aspect of listening to the client. By knowing the client's goals, a suitable action plan and timeline can be established to achieve them. It is also important to ensure that the client's goals are specific, measurable, attainable, realistic and have a time frame to achieve them, i.e. SMART goals.

Define a clear and SMART objective together with the client.

Defining a clear, SMART goal together with the client is an important step in an effective initial call. A clear goal is essential to establishing an action plan and a suitable timeline to achieve it. It is important to ask the client why they hired you, what they expect from your team, and what results they hope to achieve within 6-12 months. With this information, you can set goals in areas such as traffic, contacts, and customers, and represent this growth with numbers or percentages.

In addition to setting clear goals, it is important to ensure that these goals are SMART. This means that they should be specific, measurable, attainable, realistic and have a time frame for achieving them. This will help ensure that the objectives set are realistic and that the results can be measured effectively.

Ensure sufficient services are included to achieve objectives through a retainer agreement.

Ensuring sufficient services are included to achieve objectives is essential to ensure project success and a long-term relationship with the client. A retainer agreement is a legal document that sets out the services to be provided to the client and the terms of the relationship between the client and the company.

To ensure sufficient services are included to achieve the objectives, the requirements of the retainer agreements should be reviewed and should include initial portal setup, an agreement duration of at least three months, and sufficient service hours to meet the objective. On average, at least 10 hours per week should be completed.

For HubSpot, partners must have a signed agreement with their customers before committing to a one-year subscription. If a retainer agreement is not signed or these criteria are not met, the customer will be required to purchase HubSpot Direct Onboarding. With Direct Onboarding, customers have access to an implementation specialist and customer success manager, who ensure proper onboarding to HubSpot software and provide training on the tools.

Describe the onboarding timeline and key steps.

Outlining the onboarding timeline and key steps is an important step in an effective initial call, as it helps set client expectations and ensure objectives are met within a given timeframe.

The onboarding timeline should include key steps in the process, such as initial portal setup, client team training, tool implementation, and campaign setup. It should be specific, realistic, and have a timeline for achieving each stage. It's important to ensure that the client understands the timeline and is comfortable with the timeframes set.

In addition to describing the onboarding timeline, it is important to outline the key steps in the process, such as who is responsible for each task, deadlines, resources needed, and indicators of success. This will help the client better understand the process and set realistic goals.

[yadaysrdone]

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