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CLIENT PROFILING METHOD

As at 30 Sep 2021
[vc_column_text]Identify the client we will speak to, through client profiling method. This will help us get to know our client and find the right approach when speaking with them on the phone. [/vc_column_text][vc_custom_heading text=”Steps (Pre-call preparation)” google_fonts=”font_family:Cabin%3Aregular%2Citalic%2C500%2C500italic%2C600%2C600italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal”][vc_column_text]

  1. Gender, Age, Location 
  2. Start Date
  3. Sale Price or Payment Plan
  4. Debt Under Management Review
  5. Discuss each details with the client, Update Zoho with complete notes and Set an open task or call tas

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