Chapter 12: Conducting Subsequent Client Annual
Reviews or New Business Reviews:
The whole process gets even much, much easier at this point.
You’ve already built, delivered and reviewed your client’s My Asset Journal Client records keeping system at an earlier point with your client. And so there are two reasons for conducting subsequent client reviews:
1: A subsequent client annual review.
– Or –
2: Writing additional new business and then updating your client’s My Asset Journal data file and My Asset Journal client records keeping system with their newly issued asset documents.
All that’s needed at this point for your subsequent high-value service client annual or new business reviews is:
Step 1: Updated My Asset Journal Asset Reports And Charts.
What you do here is open your client’s previously saved My Asset Journal data file and key in new asset data, save the data file with a new date in the file name so as not to overwrite any previous client data file, then print the reports.
Gather any newly issued asset documents that you need to be added to your clients My Asset Journal client records keeping system.
Step 2: Schedule A New Annual / New Business Review Appointment With Your Client.
Step 3: Update And Review Your Client’s My Asset Journal Client Records Keeping System With The New Reports, Charts And Assets.
Step 4: Write new business.
Step 5: Repeat at least annually.
Your now a certified Asset Transformation annual review guru!.
Implement this into your business as soon as possible as your high value client service back-end revenue system.
What you might do is set aside a decent chunk of time out of your calendar to get this implemented in your existing client file. Doing so will lead you to loads of previously undiscovered new business revenue.
As far as your front end is concerned, keep doing your front-end new business client acquisition activities.
You can expect a great year!
And a great business!
Let me know your progress.
Yours In Success,
Mike Gegelman
Asset Transformation
772.337.1070 x8706
- (05) Exercise!
- Chapter 1: How To Get The Most Out Of This Course:
- Chapter 2: The State Of The Industry
- Chapter 3: How I Went From “Joe Average” Agent To Million Dollar Round Table Qualifier:
- Chapter 3: How I Went From “Joe Average” Agent To Million Dollar Round Table Qualifier:
- Chapter 4: Why You MUST Develop What NetFlix, Blockbuster, McDonalds And Thousands Of Other Successful Business Have: Revenue Generating Back-End Systems!
- Chapter 5: Asset Transformation: Your INSTANT High-Profit-Margin Back-End Revenue System That Automatically Positions You To Write Tons Of Highly Suitable Additional New Business Revenue — Without Spending A Dime On Seminars, Direct Mail, Or Any Other Form Of Advertising Or Marketing!
- Chapter 6: Implementing Asset Transformation In Your Front-End Sales Cycle – Approach 1:
- Chapter 7: Implementing Asset Transformation With Your Existing Clientele – Approach 2:
- Chapter 8: The Asset Transformation My Asset Journal Client Records Keeping System! Your High-Value-Client Service Back-End Revenue Platform:
- Chapter 9: The Asset Transformation My Asset Journal Software! Your High-Value-Service Back-End Revenue System Automation Tool:
- Chapter 10: Assembling the My Asset Journal Client Records Keeping System:
- Chapter 11: The Client Annual Review:
