question might be in the wrong section? its regarding the process after cold calling.
So, i've decided to try to cold calling route for a few months. I've got my headset, source for leads, excel sheet / cms to manage follow ups etc..
do you ever discuss quotation details over the phone or you will only discuss at the appointment face to face?
What if they ask you to leave them your proposal with all the carriers info?
What do you leave with them after your meeting, for when they need time to decide?
So, i've decided to try to cold calling route for a few months. I've got my headset, source for leads, excel sheet / cms to manage follow ups etc..
do you ever discuss quotation details over the phone or you will only discuss at the appointment face to face?
What if they ask you to leave them your proposal with all the carriers info?
What do you leave with them after your meeting, for when they need time to decide?