How to invite customers?

First of all, I believe that before making an appointment with a customer, you must first understand the customer's basic information. What is the client's personality, what is his family situation, and does he focus on security, investment or retirement? This is the key. Secondly, after understanding the basic information of the customer, how should we invite the customer? I think the following methods can be used: telephone invitation, door-to-door invitation, invitation-style invitation (let the assistant deliver it), etc. By analyzing the data and information of different customers, we use different methods to make invitations. There are some words we can use when making phone calls. For example, if a customer focuses on financial investment and protection products, we can tell the customer that our company has a one-stop product symposium or social gathering on investment, financial management, and protection. Tell the customer that you are invited to participate in this symposium or networking event because you have been recommended by others, or the company has included you in its list of valued customers. And tell the customer that the company has also prepared a gift for him (her), and asks him (her) to come and attend (it states that the gift must be signed for in person to increase persuasiveness). In addition, the tone should be slightly stronger. When inviting you to the door, you can say to the customer: "Congratulations on being listed as a valued customer of the company, so I came to send you an invitation and invite you to this party." And explain that the number of places is limited, so don't miss this rare opportunity. Invitation-style invitations can be made through secretaries or acting as executors, explaining to customers: "Because you are a valued customer of the company, our company asked me to send you an invitation to invite you to a party held by the company." Make customers must attend. , indicating that the company attaches great importance to this customer, and asking the executor to repeatedly emphasize that he must attend the meeting, which even shows that the executor's work is in place. How to get the customer to approve and sign the order after he or she arrives. This issue mainly depends on the preliminary preparation. In the early stage, customers must have an insurance concept, and then let customers understand the company. Through product briefing sessions, customers can further build trust in the company. You can use your professional knowledge and company stock funds to once again illustrate the company's strength. (Note: Personal self-confidence is very important when negotiating, because only your own self-confidence can illustrate the strength of the company) Next, after the customer recognizes and signs the contract with intention, how do you get her to pay the premium? After the customer signs the order with intention on site, I think we should pay attention to the following points: ① We should pay a return visit to the customer in the form of a department return visit on the second or third day of the product briefing meeting to congratulate him or her on having a guarantee , and ask him/her to deposit the premium in the bank. Remember to emphasize "bank" to eliminate the customer's psychological barriers in order to achieve the purpose of inviting and promoting again; ② You can use the company's reward to congratulate the customer, so as to Product introduction tickets will be used to win prizes to once again encourage customers to pay. Finally, here, I want to tell you that I walked through my four glorious years in the company with 8 words. These 8 words are: goal, confidence, desire, purpose. Because I have a goal, I know what I should do today and what I will do tomorrow. Because of my confidence, I can show my professionalism to my clients. Because I have desire, I will fight hard. Only when I work with purpose will I succeed.