GOT YOUR SCORECARD YET? Asking the Right Questions Can Help You Acquire New Customers
As entrepreneurs, we’re often asked by clients to share business strategies— many of which are captured in Doug’s book, “The 10 Keys Transformation.” Here we share some of those insights with professionals in our 3 Dimensional Wealth community. Can you quantify why your potential clients need your services or products? Do you have a way for them to see where they are today and where they could be tomorrow if they utilize your business? This is exactly why we invite our prospective clients to complete scorecards, such as our 3 Dimensional Wealth Scorecard, 10 Keys Transformation Scorecard, and the Habits of Abundance Assessment. CREATE A SELF-MOTIVATOR These scorecards empower our potential clients to analyze their progress in critical areas for success. When they can self-identify their own gaps, they are motivated to take action to improve those areas, which leads them to engage with us as experts in entrepreneurship and the 3 Dimensions of Authentic Wealth. While we tend to use PDF-based scorecards, you can utilize any number of platforms to create the scorecard experience: online quizzes, Google Forms, print questionnaires, etc.
Here, a potential client might see they’re on the less-than- ideal end of safety: “You’re susceptible to market volatility and the potential for loss is extremely high.” They might be in the middle: “You diversify by offsetting high-risk vehicles with some low-risk vehicles,” or on the high end: “Your vehicle has very low risk. Your money is protected from market volatility and inflation.” This way, not only are they able to quantify their current progress, but they can see we have a firm grasp of what success truly looks like, and the ability to help them get there. CREATE YOUR OWN SCORECARD Taking the time to create a scorecard (or series of them) can be a gamechanger for you, as well as your new clients. Not only can it draw them in, but a comprehensive scorecard can provide greater clarity, helping clients chart their course to greater satisfaction and success utilizing your products or services.
Whichever format you choose, the principles are essentially the same for effective scorecards.
QUANTIFY THEIR PROGRESS Go beyond basic statements to provide your potential clients the opportunity for deeper reflection. For example, let’s look at a financial services scorecard. We could have potential clients score themselves from one to 10 on a simple statement like: “You feel comfortable with your current financial strategies.” But how much does that really tell them? Instead, on our 3 Dimensional Wealth Scorecard, we separate out elements like liquidity, safety, rate of return, and tax advantages. Under safety, for example, we provide five different statements that help clients see where they fall on the spectrum.
Interested in learning more about scorecards? Order your free copy of “The 10 Keys Transformation” today!
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