OPEX Business

Systems
Lesson Sixteen
Post Consult Actions
What we’re covering today
• What to do after a consultation (win or
lose)
 No sale
• Immediate follow up – thanks for
coming in

• Follow up phone call (if “thinking about

it”)

• Drip campaign
 Closed the sale
• Client agreement form
• Client guarantee form
• Sales critique sheet
• Start delivering value right away!
Client agreement form
Client guarantee form
Client guarantee form
Sales critique sheet
Sales critique sheet
 Provide immediate value
• New member campaign
• Support in setting goals
• Provide full support during transition into
their new training program
 Action steps
1. Customize and upload client
agreement form
2. Customize and upload client guarantee
form
3. Define your action steps for lost
consults
4. Define your new member onboarding
process
 What’s next?
Lesson 17: Raising the rates