Target Account Strategy Plan Screen_Shot_2015-05-04_at_4.12.05_PM

The best approach to prospecting is strategic and a structured process is critical to achieving consistent results and the best possible outcome.

With our Target Account Strategy Plan, you can help map out your approach by preparing answers to the following questions:

  • Who is the incumbent brokerage?
  • What are they doing or not doing for the client?
  • When will be the best time to approach the client?
  • Who are the key decision makers?
  • What are the strengths, connections, and points of value you can bring to the client?
  • When should you begin creating a relationship with the client?

 Fill out the form below and start laying out your prospecting plan today.