Week Thirty One Action Sheet
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1. Question
PROTECT YOUR QUEEN.
- MAKE SURE YOU COMMUNICATE CLEARLY TO BOTH YOUR CLIENTS AND REFERRERS TO ENSURE YOU CONTROL THE SPACE AND FLOW OF THE DEAL.
- MAKE SURE YOUR SUBMISSION IS COMPLIANT – THE QUALITY OF THE DEAL SHOULD BE CLEAR IN YOUR CLIENT NOTES AND APPLICATION DETAILS.
- DELIVER NEWS QUICKLY AND SWIFTLY – GOOD OR BAD – TO ENSURE YOU PROTECT YOUR BLIND SPOTS. A QUICK “NO” IS BETTER THAN A LONG, DRAGGED OUT “NO” AS THIS IS, AND ALWAYS WILL BE, AN EMOTIONAL TRANSACTION FOR THE CLIENT, AND AN INCOME FOR YOUR REFERRER.
- SPEND TIME ON YOUR PROCESSES AND ENSURE THAT YOU TICK ALL THE BOXES – PROTECT YOURSELF AND THE CLIENT.
- PUT YOURSELF IN THE SHOES OF YOUR CLIENT AND REFERRER, WOULD YOU BE HAPPY WITH THE PROCESS? AS A CLIENT/REFERRER, WOULD YOU BE HAPPY WITH HOW ANY ISSUES/PROBLEMS WERE DEALT WITH?
ABOVE ALL, PROTECT YOUR QUEEN!
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