Jake & Samantha Aldridge

Session 5

Review of Last Session

In the previous session, we met and served the Aldridges.

What were some of the things we did for them?

Peace of Mind® Extended Service Plan

The Standard Guarantee is now called the H&R Block Guarantee.

The Peace of Mind offer screen is new.

The Peace of Mind signature document now includes an income summary.

WB 55

H&R Block AdvantageWB 56

H&R Block Advantage

Why is it important?

How do you review?

WB 57

Discounting

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WB 58

Building Your Client Base

What are ways you can build your client base?

WB 59

Send-A-Friend

Ask for Recommendations Ready Set Go

WB 60

Wrap Up Interview

Secure the appointment for next year.

Inform the client of the Office Level Survey call they will receive.

WB 61

POS Plus

How do you transition from your desk to take Jake and Samantha to the front desk?

What does the conversation sound like as you take their payment?

WB 62

Session Review

How did you attract Jake & Samantha to H&R Block?

How did you provide a strong Client Experience to make sure Jake & Samantha left feeling Connected, Confident, and Championed?

What did you do to retain Jake & Samantha and build your business?

What information from this session do you need to help you to meet your goals?

WB 63

Online Evaluations and Knowledge Checks

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