Scenario: During your first call, you review your clients goals in their account. They are interested in changing the goals that were originally set during the sales process. Should you allow them to switch out the goal projects?

  • Yes, they can add in as many goals as they would like.
  • Yes, work to identify 3-5 concrete goals they wish to tackle, depending on the type of service you’re providing.
  • No, these goals are set in stone, and any changes indicate that your client has commitment issues.
  • Yes, goals should not be set during the sales process to begin with.
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