Jun Chen

Session 9

Review of Last Session

In the previous session, we met and served Jun Chen.

What were some of the things we did for her?

Settlement Options

What are Jun’s options? How do you explain the

details?

WB 101

Refund Anticipation Check (RAC) & State RAC

What advice will you give Jun regarding her RAC?

What are Jun’s disbursement options?

WB 102

H&R Block Emerald Prepaid MasterCard®

How do you explain the H&R Block Emerald Card® selection and consolidation?

WB 103

Signatures

You will retain the signatures captured on the white page.

The client leaves with the signature captured on the gold page.

WB 104

Emerald Advance Year-Round Line of Credit

How do you have this conversation?

WB 105

Recommendations

86.9% of respondents said they would trust a friend’s recommendation over a review by a critic.

(Marketing Sherpa, July 2007)

WB 106

Peace of Mind

New Peace of Mind screen in TPS.

WB 107

H&R Block Advantage ReportWB 108-110

Prior Year ComparisonWB 111

Wrap Up the Interview

How do you wrap up the appointment with Jun?

How do you ask for the appointment for next year?

WB 112

Session Review

How did you attract Jun to H&R Block?

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

What did you do to retain Jun and build your business?

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

WB 113

Online Evaluations and Knowledge Checks

1. MBTO

2. Computer-based Training on Quicklinks

3. Launch to Skills Learning Center

4. Register for Courses

5. Enroll

6. myCourses

7. Go and Launch