Do you make this mistake with a client inquiry? When you get a request for information, over the phone, do you drive to the client’s home to do the intake- without a deposit and contract? What can happen when you do this.
Aging Life care manager Sally Sunshine received and inquiry call and drove an hour to see the client. After spending two hours explaining her services, doing a geriatric assessment then asking for a deposit and signed contract the older gentleman said he could not afford her services and would not sign the contract at that time. The Aging Life care manager came up empty handed.
How do you avoid traveling two hours, spending 3 or more hours with a client and not getting the case or making the sale?
You do the inquiry over the phone-with a complementary consultation, and then make the sale and ask for the contract and the deposit. You do not drive to the client’s home without getting a signed contract deposit – first.
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