24.04 BDR Client Engagement

Purpose: Provide guidelines on how to effectively engage with potential clients to build rapport and ensure a positive first impression.

Contents:

• Introduction to Client Engagement:

  • Importance of client engagement

  • Key performance indicators (KPIs)

• Building Rapport:

  • Effective communication skills

  • Active listening techniques

• Engagement Strategies:

  • Personalizing interactions

  • Addressing client questions and concerns

• Scheduling Appointments:

  • Best practices for scheduling

  • Tools and resources for appointment setting

• Follow-Up Processes:

  • Importance of follow-ups

  • Effective follow-up techniques

• Tools and Resources:

  • Using HubSpot for client engagement

  • Email and call scripts

• Best Practices:

  • Time management tips

  • Maintaining professionalism