STAGE 1

Customer Details
1. Name…………………………….. Nickname……………
2. Age……… Birthdate …………… Birthplace……………
3. Religion………………………. Strong believe or not?
4. Current Address…………..
5. Occupation/ Position……
6. Company name…….. Address……….. Website……
7. Phone number: Home………. Office………..
8. Favorite Activities……. and Hobbies……….

Education Background
9. School name ………. Field ………. Graduated date ………..
10. Achievements during school life………………..
11. Name of Brotherhood or Sisterhood…………
12. Favorite sport…. Favorite club/player……….
13. Activities had participated……………………….
14. If the customer never go to university or collage, does he/she care about degree or other
education background…………
15. Military background…………..Title after retired…………...Attitude towards military……………………

Career Background Information

1. Previous Job/Business ……… Company Name……….. Address…………… Working time……….
Position…….. Website………………………………..Reason resign/close…………………………………….
2. Current Job/Business Company Name……….. Address……… Working time…. Position……..
Website……….
3. What connection he/she has with Role-player………………………………..
4. How much do other team members know about him/her………………
5. His/her attitude to his company……………………………………………………..
6. What is his/her long-term goal in his/her career…………………………….
7. What is his/her short-term goal in his/her career…………………………..
8. What does he/she care the most? Future of the company or himself………………………………

Customer Time Available : ……………..

*Check on how the customer response when you give them the Glimpse of the investment.*
 TRICKY TALK FOR STAGE 1

*FRIENDLY APPROACH*
IMPORTANT:
- Remember to be the one who lead the conversation.
- Learn to use the tricky talk to know more information in natural way.
- Always talk with the purpose and list down all the information from clients.
-Impress the clients as much as you can using your professional knowledge and education
background.
- Make sure to prepare the next question or sentence for the customer to go on the
conversation.

1. After knowing their living place, show the customer your expression about that place.

Ex: I used to hear about your place in the news, it’s so fabulous.
- That is my dream place, I wish I could visit there once everything alright.
- Finally, I can have a chance to know the person in such a wonderful land.
- I used to see it in the trip advisor, it’s a heaven. ETC…

2. Age:
Talk about important dates and share your birthday so you can ask his birthday to
determine his age.

Ex:
- I am going 29 years old in this July, by the way what is your age?
- I think I will celebrate again my birthday by myself in this upcoming month. What
about you? When is your birthday?
- Hmmm you look good I like your (Direct compliment) I guess you might be around
30’s
- I will turn 29 years old this month, I feel like I’m not anymore young. And what about
yours? Etc……
- I can see you look like a young successful businessman; I hope to learn more from
you. Anyway, how old are you?

3. Status
- Is it okay if we continue the conversation, just in case your wife will get angry about
this?
- Do you have your breakfast, lunch, dinner yet? Does your wife prepare it for you?

4. Living
- Who will prepare your food for you dear? Is your wife, right?
- Most of European people always live alone, they are very independent, how about
you, who do you live with?
5. If the client asks for the photo
- Be strict for the first time, let him know you are uncomfortable with it.
(Good way to impress the customer as you are the knowledgeable person and
business woman.)
- Send to him the picture but do not forget to ask them to send back.
- Can also assign him the task (What you want him to do or have in picture)

6. Cellphone Brand
Ex: I like the quality of you photo, what phone brand do you use?
- Dear I plan to buy a new phone in next week, could you suggest to me which brand I
should get? Or may I know about your phone brand?
- This is the third times of fixing my broken phone, I’m so sick of it. Do you have any
suggestion on which brand I should change to? What brand do you use? If you don’t mind.
7. Career and Job
- Aside from being (Any direct compliment) handsome dear, what do you do in life?

8. Vehicle Property
- Dear please, take care and wear mask when you go home and riding a bus, update
me when you arrived dear.

9. Salary Range
- Ow so you are a (Client Job and Course), Actually my brother is also same with your
course and career, He is now working in Dubai and he is earning a good salary there,
Maybe I can refer you to him as he a good position in his company already.
- How’s the salary of a (Client Job and Course) in India, maybe here Is much better I
can ask my brother to transfer in here.
10. Educations
- You must be finished ………(Subject) in college, that’s why you have a very good
career or business like this.
- You are so good in doing business what course did you take during college?
- Is it your profession related to your course taken or it require special course?

11. Business Or Job

- You sound busy. Are you on duty of your business or meeting with your business
partners?
- In the next 1 hour, I will have a meeting with my business partners, how about you,
are you running any business?
- I can’t lie my business is going down during this pandemic, what about yours?
- I have a friend in Dubai having the same business as yours, I just found out it
interesting or I can start it up as well as my other source of income.
- You must be in a good position in your workplace. Would you mind if I may ask?

THANK YOU