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CRM Lead Claim

CRM Lead Claim

Assessment

Presentation

•

Other

•

KG

•

Medium

Created by

Steven Krueger

Used 3+ times

FREE Resource

7 Slides • 3 Questions

1

CRM Lead Claim

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2

On the phone (do’s dont’s)

  • ●Scripts and mock calls are available for review in the CRM. Hear other agents delivery and pitch

    Have a good first impression, be confident

  • ●Allow the client to ask questions

  • ●Address their concerns; don’t provide more ojections

  • ●Knowing when and how to close:

3

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4

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5

Fill in the Blanks

Pausing between your

Type answer...

and allowing the client to ask questions not only allows them to feel part of the conversation but lets you focus on their hang ups with the program.

6

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7

Multiple Choice

How many claimed leads per week should be your goal?

1

100

2

5

3

300+

4

12

8

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9

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10

Poll

How confident do you feel after going through this structure of learning how to claim leads effectively.

Fairly Confident

I need more Help

Lost

Rocking it

pattern-tertiary

CRM Lead Claim

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