Competitors Check (Analysis) Search and list all business establishments in your area that offer the same products and services.
Planning (Targeting) List all possible business establishment categories and business names in your area related to our business.
Lead Generation (Farming) Search your Industry Category or Profession (E.g. Coach), then Search your Niche Market (E.g. Spiritual Coach) and qualify business establishments using Google Maps. Submit vital information to your online lead generation form.
Cold Calling (Sales Pitch) Call each business establishment from your leads and look for the business owner/decision maker. Afterward, introduce yourself and discuss the company, products, services, and UVPs, and schedule a demo or meeting.
Scheduled Demo (Meeting) Identify, address, and discuss your Client's pain points. Walk through the Client to our Sales Deck Presentation briefly, to highlight the UVPs and to provide our solutions accordingly.
RFP (Request for Proposal) Prepare and Submit the corresponding SOW (Statement of Work Proposal) form together with the Client Services Agreement or Project Agreement. Make a follow-up call to the business’ contact person after sending to confirm the receipt, then allow at least two (2) days before making another call.
Persuasion (Follow-Up) After two (2) days from the date of your email or meeting, email or call back the business contact person to get an update regarding the proposal. If the contact person is unavailable, ask for the best time to call back or ask for reasons not to move forward then, immediately offer your clear solutions by highlighting our UVPs and benefits to them to close the deal.
Endorsement (Documentation) Once you close the deal, take time to review all required documentation (agreements), then endorse the new account to the accounts department for the next steps and other requirements.
Note: If the business establishment is hard to negotiate, look for any connection and set an appointment to meet them online or face to face. Maintain a good connection to your accounts to strengthen our partnership by offering promotional items, discounts, and freebies.
Receptionist
1. Greetings
Client: Thank you for calling ABC Company, how can I help you?
Relationship Manager: Hi there, this is [Your Complete Name], [Your Position] from Stafify. We are a Human Resource Center.
Client: Okay.
2. Redirection
Relationship Manager: I would like to speak with the Business Owner or with the person who handles the business for [Client's Company Name]to discuss it further.
Client: Sure, by the way, what is this all about?
3. Agenda (Clarifications)
Relationship Manager: The reason for calling you today is regarding [Client's Company Name] Free HR seminar on how we can help you reduce your Labor cost by up to 70% by Outsourcing a remote/offshore staff.
Client: Okay. Sound Interesting! Please hold, let me transfer your call.
Decision Maker or Contact Person
1. Greetings
Client: This is [Client Name] speaking.
Relationship Manager: Hi there, this is [Your Complete Name], [Your Position] from Stafify. We are a Human Resource Center.
Client: Okay.
If the Client's Name is not yet given
Relationship Manager: Hi there, just to confirm you are the business owner for [Company Name], am I correct?
Client: Yes, I am the owner speaking.
If the First Name is not yet given
Relationship Manager: Great, can I get your name please, to address you properly?
Client: This is [Client's First Name] speaking.
If the Last Name is not yet given
Relationship Manager: Perfect, and your last name is?
Client: [Client's Last Name]
Relationship Manager: Fantastic! Thank you for providing me with this information.
2. Agenda (Clarifications)
Relationship Manager: The reason for calling you today is regarding [Client's Company Name] Free HR seminar on how we can help you reduce your Labor cost by up to 70% by Outsourcing a remote/offshore staff.
Client: Okay. Tell me more about it.
Relationship Manager: Exactly, at Stafify, we know the pain when our staff leaves us out of the blue. Stafify helps businesses like yours retain competent staff and replace incompetent and unreliable ones.
Relationship Manager: Sounds interesting, isn't it?
Client: I think so.
Relationship Manager: In addition to that, with Stafify remote/offshore staff, you can increase Business Productivity, Efficiency, and Quality. You can lease Stafify offshore/remote staff to;
Do accounting and bookkeeping for your business
Process your payroll and other business documentation
Generate Leads for your business and cold callings
Manage your business listings and social media
Answer your customer inquiries, whether by email, chat, or calls
Client: Really? What else? If convinced proceed to 😊
Client: Really? But, my employees do all of that, and I'm happy with them. If Not convinced proceed to 😍
😊
Yes, also they can Process your customer orders, bookings, and reservations
Encode your customer and other relevant business data
Edit your videos, do some animations, and other graphic designs
Also, maintain and develop an app or website for your business.
Relationship Manager: Not to mention, with Stafify remote/offshore staff they can;
Work with your timezone, even if they are in the Philippines
Communicate well in English
They are ethical, hardworking, and most importantly, no drama. proceed to 😊
😍
Relationship Manager: No worries, for any future staff requirements, since the Stafify sensibly vetted and talented professionals are all in the Philippines and they can;
Work with your timezone, even if they are in the Philippines
Communicate well in English
They are ethical, hardworking, and most importantly, no drama. proceed to 😊
😊
Relationship Manager: Sounds fair enough?
Client: Yes, I'm very convinced. But, does your staff do all of these at once?
Relationship Manager: Well, we have high-caliber ones that can do it.
However, one of the keys to staff retention is giving our staff a clear scope of work.
This will allow them to focus on their job and become more effective.
We can always introduce other little tasks as we progress.
Client: Hmm, well I agree on that.
Relationship Manager: Great! Can we set aside 15 minutes of our time if possible today, tomorrow, or in the next couple of days to discuss this further?
I know you are very busy, and I don’t want to take much of your time now.
Client: Okay. Sure I'm free today at [Time]
Client: Nope. Today or tomorrow is not possible.
3. Appointment (Scheduling) if available today
Relationship Manager: Oh, that's fantastic, can you access your computer now? If so, let me get your email address to send you the online meeting invite together with our Sales Deck presentation, for us to conduct your free HR seminar today.
Client: Yes, sure I can access my computer now, my email is [Client's Email Address] Spell the email phonetically.
Relationship Manager: And what is your direct contact number, please?
Client: You can reach me at [Contact Number].
Relationship Manager: Do you have an alternate number, please? Just in case we aren't able to reach you?
Client: Sure! You can reach me at [Contact Number].
Relationship Manager: Awesome!
Proceed to Step 4. Extro
3. Appointment (Scheduling) if not available today
Relationship Manager: Are you available tomorrow or in the next couple of days?
Client: Let me check on that, one moment. Yes, sure I'm free on the [Date].
Relationship Manager: And, what time are you looking at?
Client: Let me double-check on that again, one moment. Yes, sure I'm free around [Time].
Relationship Manager: Great, I'll be sending you the online meeting invite together with our Sales Deck presentation, may I confirm your email, please?
Client: My email is [Email Address]. Spell the email phonetically.
Relationship Manager: And what is your direct contact number, please?
Client: You can reach me at [Contact Number].
Relationship Manager: Do you have an alternate number, please? Just in case we aren't able to reach you?
Client: Sure! You can reach me at [Contact Number].
Relationship Manager: Awesome!
Proceed to Step 4. Extro
4. Extro
Relationship Manager: Thank you very much [Client Name] for providing the details and for taking the time to answer my call, very much appreciated.
Client: No worries.
Relationship Manager: I am Looking forward to seeing you and discussing this further.
Client: Likewise.
Relationship Manager: Once again this is [Relationship Manager's Name] from Stafify, have a great day ahead! Bye for now!
Client: Cheers!
5. Wrap-Up
Send the Sale Deck Email then Book the said Appointment. ASAP!
Receptionist
1. Greetings
Client: Thank you for calling ABC Company, how can I help you?
Relationship Manager: Hi there, this is [Your Complete Name], [Your Position] from Stafify. We are a Digital Marketing Agency.
Client: Okay.
2. Redirection
Relationship Manager: I would like to speak with the Business Owner or with the person who handles the business, for [Company Name]to discuss it further.
Client: Sure, by the way, what is this all about?
3. Agenda (Clarifications)
Relationship Manager: The reason for calling you today is regarding [Client's Company Name] Free Business Digitalization seminar on how we can help businesses like yours optimize, automate, and digitalize your business workflow, procedures, and processes.
Client: Okay. Sound Interesting! Please hold, let me transfer your call.
Decision Maker or Contact Person
1. Greetings
Client: This is [Client Name] speaking.
Relationship Manager: Hi there, this is [Your Complete Name], [Your Position] from Stafify. We are a Digital Marketing Agency.
Client: Okay.
If the Client's Name is not yet given
Relationship Manager: Hi there, just to confirm you are the business owner for [Client's Company Name], am I correct?
Client: Yes, I am the owner speaking.
If the First Name is not yet given
Relationship Manager: Great, can I get your name please, to address you properly?
Client: This is [Client's First Name] speaking.
If the Last Name is not yet given
Relationship Manager: Perfect, and your last name is?
Client: [Client's Last Name]
Relationship Manager: Fantastic! Thank you for providing me with this information.
2. Agenda (Clarifications)
Relationship Manager: The reason for calling you today is regarding [Client's Company Name] Free Business Digitalization seminar on how we can help businesses like yours optimize, automate, and digitalize your business workflow, procedures, and processes.
Client: Okay. Tell me more about it.
Relationship Manager: Exactly, at Stafify, we know the pain of managing and operating the business manually. Stafify helps businesses like yours to provide convenience for you and your customers.
Relationship Manager: Sounds interesting, isn't it?
Client: I think so.
Relationship Manager: In addition to that, with Stafify Turn-key business solutions, you can increase Business Productivity, Efficiency, and Quality. With our Solutions, you can have more;
Business Credibility
24/7 Business Exposure
Personal or Business Profile Online
Present your Business Anytime, Anywhere
Automated Business Transaction
Automated and Organized Contact Form
Organize Customer Profiles and Build a Customer Base
Client: Really? What else? If convinced proceed to 😊
Client: Really? But our website is already handling all of that. If Not convinced proceed to 😍
😊
Yes, you can also Automate Order and Product Management
Automate Product Inventory and Restocking
Showcase Collections and Sell Products On-The-Go
Accept COD, Online, Debit, or Credit Card Payments
Intelligent Reporting (Orders, Sales, Revenue, and Accounting)
Organize and Schedule Shipment and Deliveries
Synchronize Transactions with your Admin and Delivery Team
Relationship Manager: Not to mention, since the Stafify sensibly vetted and talented production team is in the Philippines they can;
Reduce your Project or Labor Cost
Communicate the project well in English
They are all ethical, hardworking, talented, reliable, professional, and most importantly, no drama. proceed to 😊
😍
Relationship Manager: Not to mention, for future projects and remaining manual business processes, since the Stafify sensibly vetted and talented production team is in the Philippines, they can;
Reduce your Project or Labor Cost
Communicate the project well in English
They are all ethical, hardworking, talented, reliable, professional, and most importantly, no drama. proceed to 😊
😊
Relationship Manager: Sounds fair enough?
Client: Hmm, well I agree on that.
Relationship Manager: Great! Can we set aside 15 minutes of our time if possible today, tomorrow, or in the next couple of days to discuss this further?
I know you are very busy, and I don’t want to take much of your time now.
Client: Okay. Sure I'm free today at [Time]
Client: Nope. Today or tomorrow is not possible.
3. Appointment (Scheduling) if available today
Relationship Manager: Oh, that's fantastic, can you access your computer now? If so, let me get your email address to send you the online meeting invite together with our Sales Deck presentation, for us to conduct your free Business Digitalization seminar today.
Client: Yes, sure I can access my computer now, my email is [Client's Email Address] Spell the email phonetically.
Relationship Manager: And what is your direct contact number, please?
Client: You can reach me at [Contact Number].
Relationship Manager: Do you have an alternate number, please? Just in case we aren't able to reach you?
Client: Sure! You can reach me at [Contact Number].
Relationship Manager: Awesome!
Proceed to Step 4. Extro
3. Appointment (Scheduling) if not available today
Relationship Manager: Are you available tomorrow or in the next couple of days?
Client: Let me check on that, one moment. Yes, sure I'm free on the [Date].
Relationship Manager: And, what time are you looking at?
Client: Let me double-check on that again, one moment. Yes, sure I'm free around [Time].
Relationship Manager: Great, I'll be sending you the online meeting invite together with our Sales Deck presentation, may I confirm your email, please?
Client: My email is [Email Address]. Spell the email phonetically.
Relationship Manager: And what is your direct contact number, please?
Client: You can reach me at [Contact Number].
Relationship Manager: Do you have an alternate number, please? Just in case we aren't able to reach you?
Client: Sure! You can reach me at [Contact Number].
Relationship Manager: Awesome!
Proceed to Step 4. Extro
4. Extro
Relationship Manager: Thank you very much [Client Name] for providing the details and for taking the time to answer my call, very much appreciated.
Client: No worries.
Relationship Manager: I am Looking forward to seeing you and discussing this further.
Client: Likewise.
Relationship Manager: Once again this is [Relationship Manager's Name] from Stafify, have a great day ahead! Bye for now!
Client: Cheers!
5. Wrap-Up
Send the Sale Deck Email then Book the said Appointment. ASAP!
Offshore or Onshore Staff Leasing (Pricing and Recruitment Campaign)
Offshore or Onshore Cold Seat and Office Unit Leasing (Pricing and Office Unit Setup Requirement)
What's in the SOW Proposal? Cloud Contact Center Solutions
What's in the SOW Proposal? E-Commerce Website Design & Development + Mobile POS (MPOS) + (1) Free Digital Form Development Package
What's in the SOW Proposal? (7) Types of Website Design and Development + Mobile POS (MPOS) + Digital Form Development
What's in the SOW Proposal? Landing Page & Sales Funnel Design & Development, Social Media Management, Social Media Advertising Campaign, Social Media Optimization, Email Marketing Campaign, SMS Campaign, Digital Marketing Campaign, and SEO
What's in the SOW Proposal? Graphic Design, Company Profile Brochure, Corporate Branding & Identity, Logo Design, Professional Photography, Non-Linear Video Editing, Motion Graphics Animation, Mobile & Tablet Advertising Collateral Design & Animation, Landing Page & Sales Funnel Design & Development
What's in the SOW Proposal? Corporate Support Services, Business Consultation, Headhunting & Executive Search, Hybrid Headhunting & Executive Search, Sourcing and Recruitment Campaign, Business Process Automation, and Optimization, Staff Scout (Hire Scout) On-Demand, and Staff Payout (Direct Payout) Subscription-Based