2. QUICK CONNECT WITH PAST CLIENTS: REQUEST TO SHARE EHAP WITH DECISION- MAKERS AT THEIR WORKPLACE ● Opening: " [Client Name] , it's a pleasure reconnecting! I’m taking a moment to reach out to my past clients, letting them know what my team and I are doing in the community.” ● Spark curiosity & value : "We are working on an exciting new community project for local businesses called the employee homeownership assistance program. It’s an innovative program designed to help employees achieve their dream of homeownership through education and financial services. The best part of this benefit package is it doesn't cost your company a penny. I was wondering if you can make an introduction for me to the decision-makers in your company." ● Empower & offer support : "Of course, it's entirely up to you, but if you think your fellow employees might benefit from learning about this amazing program, I'd be thrilled to tailor a presentation including a company-personalized website or workshop just for them. I can also drop off some materials with your HR department or business owner." ● Appreciation & close : "No pressure at all, but regardless, I truly appreciate your trust and the continued connection. And who knows, maybe this could lead to another win-win collaboration, just like our last one? 3. INITIAL PHONE INTRODUCTION TO DECISION-MAKERS REQUESTING A MEETING, TO DISCUSS THE EMPLOYEE HOMEOWNERSHIP ASSISTANCE BENEFITS PACKAGE Goal: Your only goal is to secure a sit-down meeting with key decision-makers [HR, business owners, recruiters, payroll administrators] to introduce EHAP-NOT A SALES CALL Key Points: ● Focus on mutual benefit: Highlight how your program can solve their needs, not just sell a product. ● Spark curiosity: Briefly hint at program benefits without overloading them with details. ● Respect their time : Be concise and upfront about the meeting request. ● Offer flexibility: Suggest several meeting options to accommodate their schedules. ● Show professionalism and appreciation: Be polite, and confident, and express gratitude for their time. Pre-Call Power Prep: Research and Shine! Before jumping on that call, invest some time in research to impress and build rapport. Here's your ultimate pre-call checklist: Company Intel: ● Dive into their website: Explore their homepage, services, about us section, and any relevant news or blog posts. ● Social Media Safari: Stalk (in a good way!) their LinkedIn, Twitter, Facebook, and other platforms. Get a feel for their culture, brand voice, and recent activities. ● Key Personnel Profiles: Check out the profiles of your contact(s) and any influential figures on LinkedIn. Learn about their background, expertise, and even shared interests.
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