You know, I'm so new at this biz (like less than a year into it) that I've not looked into any of the high-tech service-delivery systems... such as VYew or similar things. However perhaps I should.
I have looked into all of them and vyew is the BEST for price, performance and flexibility. The only downside is the technical support, which is horrible. Having said that, they are the best in their price range and compete quite well with goto meeting, webex, etc.
I've found that all the whiz-bang, super-duper high-tech 'stuff' is worthless if you don't have clients... and without a referral base, for me it's been call, call, call... knock, knock, knock. Once I get a live one, I just try to keep it simple for them... and emailed PDF files seem to work pretty well for me along with either in-person or a phone 'close.' I then set up the log-in for the client and they do an online application (except for some of my older clients who are not comfortable with the computer or who have slow dial-up.)
Al[/quote]
I agree about keeping it simple which is why I love webinars. You quickly can lose control over the presentation having the client try to find the pdf file, quote, etc. going to the specific page of the brochure, etc. MAJOR PITA!! I put together a presentation that I can use for anybody in my geographical area w/out major changes and that reduced quite a few headaches.....
With webinars, I control the entire process from the beginning until the application and anything needed is a quick click away for me...NOT THEM! I don't agree with showing a client every single plan because it is confusing enough to look at 1-2 plans. It is prudent to have those brochures, rates, etc available should the need arise. Just my .02.