Requirements for potential customers

1, with purchasing power, strong economic strength and good unit benefit.

2, have the right to decide, family decision, economic status.

3, life insurance demand, insurance awareness, like to show off identity value.

4. Physical and mental health, sense of responsibility, filial piety to parents.

5, easy to approach, can answer the phone soon, willing to talk to you about the principle of invitation:

High-profile: You should make her feel clearly that you are introducing him to a rare opportunity, and that you really care about others, not yourself.

Specialization: When contacting customers, professional invitation and contact are very important for you. Don't force others,,, don't ask others to come,,, don't mislead others, don't talk too long, it's best to control it in 3-4 minutes.

1, test

We have known each other for so long, and we have also made some exchanges. Today, we just have a rare opportunity. After the meeting, you will have a more in-depth and thorough understanding of what we communicated before. The on-site company also opened a special green channel for the guests, and you will see the enthusiastic scene of everyone buying insurance. These customers can also get special prizes!

Step 2 highlight sincerity

This is the first special customer service activity held by the company, with high grade and limited places. I finally applied for an opportunity, and the meeting made a lot of preparations for your arrival. I hope you can attend, so I can't explain to the leader!

Step 3 show caution in the invitation

The company is very cautious about the choice of customers invited to attend the meeting. The customers attending the meeting are successful people from all walks of life, with a sense of family responsibility and investment and financial management concepts! The number of places is very limited and the opportunity is very rare. You have a successful career and a happy family. And I have always been grateful to you, the noble person in my life. I specially reserved this unique place for you. Sincerely invite you to attend this high-end customer salon.

4. Remind customers not to be absent.

This briefing was carefully planned and organized, and I will report your list to the company immediately. Due to the limited places and purely service nature, once the list is confirmed, it cannot be changed. At that time, our customer service staff will also confirm the invitation to you in the name of the company. I will wait for you at the gate of the venue and join you.

5. For old customers who have bought other products.

Hello, I came to see you today to tell you a good news. With the support of customers, the company's performance is getting better and better. In order to thank our old customers, the company specially came to our * * * hotel to hold a lecture on financial management strategy for the aged under the new situation. * * Financial experts have been engaged in financial investment for more than 20 years and are experts in pension financing. This lecture is sold in limited quantities, and the opportunity is rare. There are only two places for each employee. This is the invitation. Please enter in the afternoon. Don't be late.

6. For new customers

Hello, I came to tell you a good news today. With the support of customers, the company's performance is getting better and better. In order to thank our customers and friends, the company specially came to our * * * hotel to hold a lecture on pension investment under the new situation. You can also get to know our XX company. Moreover, * * * pension experts have been engaged in financial investment for more than 20 years and are experts in pension financing. Now people are in a financial crisis.

This lecture is limited for sale, and each employee has only two places. I thought of you first. This is the invitation. Admission is by ticket in the afternoon. Don't be late.

7. Call the invited customers in the name of the company's customer service.

Hello, is this Mr. Zhang San? I am the customer service representative of XX Life Insurance Customer Service Department. With the support of customers, the company's performance is getting better and better. In order to thank customers and friends, the company specially came to our hotel to hold a lecture on pension investment under the new situation. XX, the pension consultant of our company, has booked a plane ticket for you. Let us check with you. Have you received the invitation? ... this place is at ... the time is ... to remind you to arrive on time, so as not to miss the wonderful content.