Page 39 - GS180901
P. 39

Education





        she wants to switch or you reach the   request a demo before he offers a check. But consider this: by being bold you
        signature and guarantee area and     showed that you were placing his needs for a total solution over your need for
        the person wants to sign.            a quick sale. That will carry weight ‒ both in this opportunity and for any con-
                                             nections he might offer you.
        If you hear, "That sounds great. I'd
        sign today if …" Get the answers the   Bill Pirtle is the author of the training book Credit Card Processing for Sales Agents. He is the District
        person seeks from your mentor  or    Manager for Clearent in the Detroit/Ann Arbor Toledo Market. His email is bpirtle@clearent.com.
        ISO resource person. Your primary
        goal is to prepare for an appoint-   He can also be reached at 248-444-8009 or on LinkedIn.
        ment with a tougher crowd, but if a
        friend or family member is seeking
        substantive answers to real issues,
        getting the answers may bring a sale.
        If the appointment goes well and
        you present the solution, but it is
        not enough to close a deal at this
        time, use the "practice" experience to
        its full benefit. Ask what was miss-
        ing from your presentation or what
        Uncle Bob thought of it overall. Then,
        before you close the meeting, ask if
        he knows anyone who might benefit
        from your product or service.

        Whatever happens during a practice
        appointment,  real  appointment  or
        cold call; always, always thank the
        merchant for his or her time. Being
        respectful of people from merchants
        to gatekeepers can only benefit you.

        Evaluate and learn
        Once you conclude a practice ap-
        pointment,  return  to  your  car  and
        go over the details in your mind. If
        a mentor is with you, discuss the ap-
        pointment. Jot down feedback you
        receive. If you received leads, check
        to make sure you have contact names
        and  permission  to  use  the  name  of
        your friend or family member. Note
        whether your friend or family mem-
        ber offered to call the referral or
        whether you asked the person to do
        so.

        Use each call to learn something new.
        Expect that even on practice appoint-
        ments, you may have surprises. Be
        ready for them. If someone is ready
        to sign, don't seem surprised. Have
        materials on hand for anything you
        offer.

        Is it possible you will turn a yes into
        a maybe? Absolutely. If you share a
        bold idea with Uncle Bob, he might



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