• Is your present referral system providing you with unparalleled results?
• Do you have a visual aid that encourages friends, relatives, and business associates to help you clone the top 20% of your clients?
• Are you interested in raising the bar and obtaining a continuous stream of qualified "A" clients?
• Have you established long-term, revenue-generating partnerships with professional strategic partners that go narrow and deep?
• Are your "A" clients referring you to professionals so you can develop mutually beneficial relationships?
• Do your referral sources provide you with powerful introductions to ensure your success?

Mark Sheer's coaching techniques and will assist you to:

• Obtain qualified referrals to your ideal clients from your existing "A" clients and strategic partners, such as CPAs, probate and divorce attorneys, property and casualty agents, mortgage brokers, realtors and other professionals, who already have trustworthy relationships with the clients you are trying to reach.
• Secure appointments by obtaining powerful introductions.
• Acquire new "A" clients by positioning your value effectively.

After implementing and graduating from this results-proven coaching program you will have your referral system in place and you will be receiving most of your business from qualified referrals and introductions.

"For me, the strength of your system is your visual aid, the Client Profile, that permits me to sit down with my contacts and show them exactly what I am looking for in a client. The Referral system, along with your coaching techniques and objection handling skills enables me to aim for a higher level of clientele than I was able to obtain before. I am now obtaining qualified appointments with affluent people that I wouldn't have known how to reach before."

Jason Uhl
New York Life

"I wanted to take a moment to let you know how much we value your powerful ideas. Your coaching ability to get us focused on top-notch, quality referrals, qualifying our potential customers, and ways to save us countless hours of wasted time will position us to have the best year ever. We've already started getting quality referrals, which wouldn't have happened without your help. Thank you."

Jerry Kanter

Advanced Benefit Systems

Tele~Track has been designed for serious-minded professionals who want to expand their business using referral marketing and want to be coached and held accountable to obtain unparalleled results. You and Mark Sheer will be partners in this endeavor. He will supply you with the words, scripts, letters, profiles, dialogues, and tactics necessary to succeed with the program. You must bring hard work and enthusiasm to the table--a win-win partnership.

The program consists of three telecoaching sessions approximately 30 days apart. Following is the agenda and accountability assignments.

Step 1: Accountability Assignments to be completed prior to telecoaching session #1: 1) listen to the Referrals audio instruction tapes, 2) prepare a list of your top-10 clients, other referral sources and strategic partners, 3) install and review computer diskette, and 4) from our sample, customize your Client Profile and accompanying letter on your business stationery.

Step 2: 2-Hour telecoaching session #1 - Includes: introduction to referral marketing, role-playing using prepared scripts and dialogues, uncovering and leveraging opportunities to obtain qualified referrals, techniques to obtain introductions, attention-grabbing power questions to secure appointments and discussion of the Referral Lead Tracking Chart used to maximize your results. We inspect what we expect.

Step 3: Accountability Assignments to be completed prior to telecoaching session #2: 1) meet with your top-three clients/referral sources/strategic partners. Obtain three referrals to new clients and at least one referral to a strategic partner, 2) obtain introductions and contact all referrals to schedule appointments, 3) meet with all referrals, 4) read chapters 7, 13, and 14 in the Referrals manual, and 5) complete the Referral Lead Tracking Chart; list three objections, concerns, or hurdles, 6) listen to the Referral Report tape.

Step 4: 90-Minute telecoaching session #2 - Includes: discussion of accountability assignments, troubleshooting, success reports, objection handling, and review of next accountability assignments.

Step 5: Accountability Assignments to be completed prior to telecoaching session #3: 1) meet with your next three clients/referral sources/strategic partners--get at least three referrals to new clients from each, and at least one referral to a strategic partner, 2) obtain introductions and contact all referrals to schedule appointments, 3) meet with all referrals, 4) listen to Referrals audio instruction tapes again, 5) reread chapters 7, 13, and 14 in Referrals manual, and 6) complete Referral Lead Tracking chart; list three objections, concerns, or hurdles.

Step 6: 90-Minute telecoaching session #3 - Includes: sharpening skills, sharing experiences, offering support, reviewing accountability assignments, troubleshooting, objection handling and graduation.

Program includes:

• Assignment packet
• Handouts for all telecoaching sessions
• The Complete Program of Referrals--CPR which includes:
  • Referrals manual,
  • Three hours of audio instruction tapes
  • Computer diskette
  • Referral Report 3-pack
• Five hours of telecoaching

 Regular Price  $865.00

 Special Web Price $695.00  

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This page last modified on June 27, 2000