1. Jun Chen Session 9

2. Review of Last Session

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

What were some of the things we did for her?

3. Settlement Options

What are Juns options?

How do you explain the details?

WB 101 4. Refund Anticipation Check (RAC) & State RAC

What advice will you give Jun regarding her RAC?

What are Juns disbursement options?

WB 102 5. H&R Block Emerald Prepaid MasterCard

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

WB 103 6. Signatures

You will retain the signatures captured on the white page.

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

WB 104 7. Emerald Advance Year-Round Line of Credit

How do you have this conversation?

WB 105 8. Recommendations 86.9%of respondents said they would trust a friends recommendation over a review by a critic. (Marketing Sherpa, July 2007)WB 106 9. Peace of Mind

New Peace of Mind screen in TPS.

WB 107 10. H&R Block Advantage Report WB 108-110 11. Prior Year Comparison WB 111 12. 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 13. 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 14. Online Evaluationsand Knowledge Checks

MBTO

Computer-based Trainingon Quicklinks

Launchto Skills Learning Center

Registerfor Courses

Enroll

myCourses

GoandLaunch