Summary Steps – Short Listed Agency
To win this account, follow these simple steps:
1. Study our Request for Dialogue. This information helps you understand why your firm was selected and guides you to respond accordingly.
2. If there is a conflict or if you choose to decline without calling, PLEASE EMAIL US IMMEDIATELY.
3. E-mail the Client to schedule your introductory due-diligence telephone or ZOOM interview. Introduce yourself (they know you’ve been invited and are expecting your call). Hold your telephone interview prior to or soon after the “Client Contact Deadline” date in the invitation. To connect, you may find more than one attempt may be necessary; leave messages when appropriate.
4. Your profile attributes, essays and website got you this far; now you should explore chemistry.
5. Ask and answer enough questions to satisfy yourself you want the business.
6. To move forward (as a Contender*), having de-briefed Client, do what great business development talent does – send proof your firm satisfies their desires. Send PDF’s or hard-copy by USPS, FedEx, etc.; close with brief but persuasive sales letter asking for the business!
7. If you decline, notify us immediately so others can be substituted if necessary. Note: neither decision (to Contend or Decline) is for the client to make.
8. When contending, follow with Client to determine when they wish to schedule your agency physical or Zoom visit.
=======================================================================
If your agency chooses to become a Contender* the Fee must be paid if you have an open subscription balance.
Agencies not fully fee-paid agree to make their remaining fee-payments if they elect to become a Contender*. That’s why you’re authorized to conduct one no-cost telephone due-diligence interview with this client (if you have paid the Manager Plan $500 Registration Fee) so you can decide if you will accept or decline this opportunity. Following that single interview, if you choose to accept and contend, and upon timely receipt of your Contender Fee, you become paid-in-full for this invitation. Clients advise us which agencies become Contenders*. Prior to the telephone interview, you also have the option to save money and elect the EVP Business Plan. See PLANS & PRICES for details. Fee-paid agencies at this level are free to respond to this invitation and all others for a full 12-months.
A Contender* is any invited agency that doesn’t decline and takes any action intended or expected to enhance their competitive position following the single initial client due-diligence telephone or ZOOM interview.
=======================================================================
