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Making initial contact

By Linda Julian

Check that you're au fait with these critical components of effective initial contact.

You know how to:

  • plan the approach
  • set clear objectives
  • overcome call reluctance
  • write persuasive contact letters
  • make the call
  • plan the business development meeting
  • introduce yourself, your team, and your firm
  • manage meetings
  • explain your capabilities, and those of your team and your firm
  • describe the work you do in terms of benefits to your client
  • gain commitment to proceed to next step.

If you feel your performance might deserve improvement in any of these areas, enlist support from:

  • colleagues who've mastered these skills
  • your sales coach
  • your marketing manager
  • expert external consultants.

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