A conversation with a client recently led to this discovery:
“Everything went great on the call and they wanted a proposal. So, once we hung up we put together an agreement and emailed it over. The client had to head out that day and we haven’t been able to track them down since. That was two weeks ago and this happens all the time.”
Life today is filled with interruptions and many get in the way of completing even what we are committed to and enthusiastic about.
One might consider overcoming these interruptions the duty of all professionals but assisting your clients in overcoming them with you will delivery higher revenues and satisfaction from your clients.
The key window I am focusing on here is the time between the verbal commitment and then actual project agreement that leads to a check.
In the above scenario, the addition of an Electronic Signature or eSignature application would likely avoid ending the conversation before the deal is signed. For example, while still on the phone my client could spend 2 minutes customizing a document and have it sent to the client via email. Whether in the office or on their iPhone or Blackberry, they could review it with the benefit of the sales rep on the phone and eSign it while still on the phone.
Now you just need the check but that’s a separate issue – you got the deal signed by providing a convenient and accommodating method of turning verbal commitment into a written confirmation.
Also, you can add eSignature capabilities to any workflow or document using MS Word, PDF, or any image. You don’t need CRM or any sophisticated system.
My readers can try it for free with the service I use: www.EchoSign.com.
I provide 15 minutes of free advice for first time callers to prove my value. Schedule it here.
To your success.
jc
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