Module 7: What do I do when a client signs?
🎓 Learning Outcome: By the end of this module, you’ll understand how to celebrate and reinforce a client’s decision effectively, ensuring they feel confident and excited about their choice to work with InvestorKit. You’ll be equipped to create a seamless post-signing experience, from confirming payments to outlining next steps and requesting referrals, all while building trust and maintaining momentum for the client journey ahead.
Celebrate Their Decision
• Show Enthusiasm: Be genuinely pumped. Your energy sets the tone.
Example: “I’m so excited you’ve taken this step—this is going to be a game-changer for you!”
• Personalise It: Congratulate them on their specific goals. Whether it’s building wealth or educating their family, tie the win to their “why.”
Example: “This is such a smart move toward securing financial freedom for your family!”
• Affirm Their Choice: Remind them why this was the right call and what’s coming.
Here is an example of Liam doing just that
Engage Immediately
• Set Next Steps Quickly: Send a “next steps” email within 24 hours. Include the strategy session details or key milestones ahead.
• Answer Questions: Make it clear you’re there for any concerns. “Have any questions? Shoot them my way!” builds trust fast.
• Deliver Early Wins: Confirm their first session or send a resource that gives immediate value—confidence starts here.
Here’s an example of how Sam reaches out before his call:
Crush Buyer’s Remorse Before It Starts
• Remind Them of Their “Why”: Keep tying everything back to their goals. “This is exactly the move that sets you up for financial freedom!”
• Keep It Positive: Excitement squashes doubt. Your tone will make or break their post-signing vibe.
After They Sign: Steps to Follow
1. The Congratulatory Call
• Start Strong: “Hey [Client’s Name], I just wanted to say congratulations—this is such a huge step forward!”
• Reinforce the Decision: “You’ve made an incredible choice, and we can’t wait to deliver on everything we discussed.”
2. Payment Confirmation
• Check the Basics: “Did you get the payment link? Any questions about the process?”
• Set Timelines: If payment isn’t immediate: “What works best for you to wrap this up? I’ll follow up as needed.”
3. Reinforce the Road Ahead
• Next Milestone: “The next big thing is your strategy session. We’ll dive into your goals and build a roadmap tailored to you.”
• Preparation: “I’ll send over a quick checklist so you’re set for it—easy and straightforward!”
4. Ask for Referrals
• “By the way, we love working with people like you. If you know anyone who could benefit from this process, feel free to connect us!”
Onboarding: The Handoff to Success
• Thank Them Again: “Thanks again for trusting us with this. You’ve made a great decision, and we’re 100% here for you.”
• Introduce the Strategist: “Your strategist will guide you through every step—they’re your go-to for all things strategy.”
• Keep the Door Open: “Questions? Concerns? Just reach out anytime—we’ve got you covered.”
How to Close the Call
• Finish Strong: “We’re thrilled to have you on board. I can’t wait to see where this journey takes you!”
Why It Works
Celebrating their decision reinforces confidence. Outlining clear next steps builds trust. And keeping the door open shows you’re invested in their success. This isn’t just about signing a client—it’s about creating a relationship that lasts.
✏️ ACTIVITY 14 👉✨
Over to you to give it a crack, let’s say your client signs on. Do a mock call and record yourself using the above script. 🧑🏽🏫 How to do activity 14: You can upload your recording here:drive.google.com