Step 1 – Needs Assessment
Upon partnering with Lahart Fergus, we become an extension of your sales efforts. One of the keys to our success is our commitment to a collaborative experience.
We’ll start with an in-depth analysis and study your firm’s culture, strengths, and sales process. This will also outline the communication process between our firms, the critical success factors and the scope of the campaign.
We use this information to create an Assignment Directive—a roadmap that will ensure our firm is properly communicating and managing your brand and clearly articulating your marketing message to your marketplace.
Step 2 – LFI Implementation
Our firm is dedicated and will work closely with you to develop an approach that will motivate and engage potential clients. All our business development specialists are thoroughly trained on your firm’s background and unique selling proposition. The critical success factors and the approach to the project are studied and learned.
The project is assigned to a campaign schedule. The business development specialists who are assigned to your firm are keenly familiar with the employee benefits industry. Industry drivers and touch points are consistently being identified and leveraged. With an expert on the phone, your prospect will be engaged in an intelligent conversation, specific to employee benefits needs and challenges.
Step 3 –The Campaign Management and Analysis
As meetings are scheduled and confirmed, the information is forwarded to your designated contact person in a timely and informative manner.
We will work closely with your firm throughout the campaign, with the Project Manager monitoring the results and analyzing your feedback, continuously refining our approach to maximize results.
Your sales force is now armed with the tools and confidence they need to succeed.
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