Foreshadow Case Study Solution
Strengths:
- Chris executes on the strong intro.
- After verification, Chris is able to demonstrate that he had been actively listening (and taking notes) by repeating back specifics which the client had told him.
- Great execution of the strong close prior to transferring!
Opportunities:
- Foreshadow time frame of follow up. Chris does the right thing by cold transferring the call to the banker line. However, prior to doing so, we want to be sure that we set expectations for leaving a voicemail and that it means a call back within 24 hours. Especially since this call was transferred late in the day, we want to ensure we are setting our team member's up for success and setting the correct expectations for the
- Chris executes on the strong intro.
- After verification, Chris is able to demonstrate that he had been actively listening (and taking notes) by repeating back specifics which the client had told him.
- Great execution of the strong close prior to transferring!
Opportunities:
- Foreshadow time frame of follow up. Chris does the right thing by cold transferring the call to the banker line. However, prior to doing so, we want to be sure that we set expectations for leaving a voicemail and that it means a call back within 24 hours. Especially since this call was transferred late in the day, we want to ensure we are setting our team member's up for success and setting the correct expectations for the