Transform Your Banking Customer Relationship Funnel with airSlate SignNow

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hi stephanie with my connection builder here and in this video we're going to discuss the sales funnel mindset as it applies to people already on your team which is what we call team in my connection builder okay so again everything we do in my connection builder is built to help you maintain and build strong relationships while also moving your business forward okay and so when you add somebody to your team that's not the time to end your follow-up cycle with them that's not the time to stop touching base with them that's not the time to forget about those relationship building aspects that you need to do with every relationship so whether this person again is uh completely new to your network because they came to you through some kind of a lead or reward program from the business that you're partnered with or whether this is somebody that you've been working with or building a relationship with for years months weeks days whatever it is and you brought them into the business based off what you do in my connection builder you still should reset your mind with that person and re-establish them as a new lead in your my connection builder account and here is how you should progress them okay so somebody just enrolled in your business or came to your business somehow and now their business partner fantastic congratulations okay they're our new lead as a business partner and i would just go ahead and tag them and change their category from lead or client to team okay and now they're a new lead in your my connection builder account next step is meaningful contact made okay so whether they went from ice cold market straight to the business or they use the product first or they came your business as a business partner already based on some kind of a program that they're given to you this person you need to keep contact with them so some kind of meaningful contact reach back out you know ask them what are their goals with the business ask them where they're heading you know where they want to head with it anything like that to get the back and forth report going that's a meaningful contact made boom you're in the next step okay the next part of the sales funnel is to find out what their needs wants and desires are and again i know i keep harping on this but that is a critical part of any relationship in our life okay we need to figure out what that person actually needs wants and desires out of themselves out of their new business out of their relationship with you it doesn't matter think about how you want to help this person and figure out what they are needing wanting and desiring so that you can help them to the best of your ability and once you are in that part of the conversation boom you're in the next part of the sales funnel with that person who is a teammate of yours the next step is meeting made right you can arrange a meeting with your teammate in a variety of ways i'm sure you have team calls i'm sure there are corporate calls maybe they're local and you can meet up with them maybe you have team meetings maybe you have a group page that has all your team on it and you have regular posts or calls or anything like that webinars maybe anything that is again a firm time commitment from them maybe it's a push group maybe it's just a one-time call whatever it is establish some kind of a firm time commitment with them and boom you are in the meeting arranged part of the funnel and this is critical to keep the relationship moving forward and to also help them build their business which is what your core desire and your core role is once they become your teammate is to help them build this thriving business with you right so your meeting is arranged and the next step in the funnel is make an offer and you really might be thinking stephanie this person's already in my team why do i need to make an offer to them i don't know are they using the product we all know that the person who uses their own product and gets those orders is going to do better in the business than somebody who's not so we want to make sure they're still using that product maybe we can make them aware of something in the compensation plan maybe we can make them aware of some kind of training maybe we can offer them a tool that will help them push their business forward whatever it is you need to offer them something if you want to move them forward in their business that they don't have access to now and then boom you are farther in the relationship with that person because now you're offering an additional thing some more value some other tool that's going to help them push their business forward which at this point is again your role in their life is to help them with their business after that offer has been made maybe you're going to get some objections maybe this person has gone stagnant with their business maybe this person has hit a plateau maybe this person is doing fantastically but they don't want to do it the way you want to do it they want to do it the way they're going to do it and you know what's going to cause them to go into ruin whatever it is maybe you're in an objections stage with this person on your team and that's still the handle objections category that is helping them figure out how to get over their own mental blocks and push forward towards their goals that's helping them figure out again it could be the compensation plan it could be figuring out why they need to get their auto ship it could be anything but something that they're pushing back against you when you're trying to help them that's the objection stage so if you have a teammate doing that or maybe they really are like i just gotta take a break i would put them in the objection stage because that's your cue to find out you know what's going on you know why are they feeling like they're stuck why do they feel like they can't move forward why do they think they can't use this tool with success okay and that is how i would use the sales funnel mindset and organization in my connection builder and apply it to people in my business aka my team i hope that was helpful