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Quarterly report
Hey Will – here’s my quartely review that I plan on sharing with clients. Just by way of ground every month our clients receive a report (will send to you via email). Which they never read. So usually when we have our annual catch up with the client – we take them through this. But in line with your other feedback I think there is ‘too much stuff’ in these so you lose them. Quarterly reports are more pithy and have more value.
Quartley report here – https://docs.google.com/document/d/1UgBYlQ6wLnTD1wvq-V4ZVhHJsfAWurkd/edit?usp=sharing&ouid=112868991206819547233&rtpof=true&sd=true
Appreciate your thoughts when you get the chance.
Cheers
Jono
~ meant to add – left out the part about the ‘buying process’ – couldn’t see how to fit this in without it feeling forced / clumsy
Hey Jono, Sorry I read your email this morning before I got round to this post. Ignore my email reply, this now makes sense.
Yes, the PDF you sent me is a little cluttered and it took me a few minutes to understand the metrics.
The value that you can offer to the prospect is to jump on a quick call where you present the numbers, rather than them trying to decipher them themselves. Which from the sound of things they’re not bothering with anyway.
~ meant to add – left out the part about the ‘buying process’ – couldn’t see how to fit this in without it feeling forced / clumsy
The buying process review is really only needed if you’re proactively trying to sell the account. This will discourage them from price shopping your upsell offer.
Otherwise, there are a few formatting issues and typos in the doc but I think you’ve done a great job here.
Is there an obvious next step to upsell the people who are going to get this report/call?
From the report itself, there doesn’t seem to be an obvious “You are here, the next step is here. We’ve proven we can move the needle, does it make sense to start moving towards your next goal?”
Thanks for the detailed feedback Will. The report worked really well. Upsold the client – he agreed to upgrade his website and add a couple of pages.
I talked through the report and the next steps with the client. To your point I agree next steps could be clearer. This would help sell in the idea of a investment journey rather than a one off investment. Cheers
Thanks for the detailed feedback Will. The report worked really well. Upsold the client – he agreed to upgrade his website and add a couple of pages. I talked through the report and the next steps with the client. To your point I agree next steps could be clearer. This would help sell in the idea of a investment journey rather than a one off investment. Cheers
Congrats! Sounds like you did a great job.
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