Pat Sherlock
Crush the First Meeting:
5 Strategies to Win Over
Prospects from the Start!
The Essential Guide for a Loan Officer’s First
Meeting Turns Cold Leads into Hot Prospects!
Mastering Your First Meeting with Referral
Sources is Critical for Sales Success
The first meeting sets the tone for the entire relationship and is
one of the most important moments in the sales process.
First Impressions
are Lasting
Identify a Prospect’s
Pain Points
Builds Trust &
Rapport
Opportunity to Differentiate from
Competition
Sets the Stage for
the Next Steps
WHY
Download this Guide?
SAVE TIME & STRESS
Make the most out of the
Initial Meeting
GAIN CONFIDENCE
Approach your prospect’s
meeting with a clear path and
professional insight
MAXIMIZE RESULTS
A well-executed First Meeting
can lead to building a strong
foundation for a long-term
relationship
WHAT
You'll Learn in our First Meeting Guide
PREPARATION TIPS
What should you know before Meeting
ROBUST MEETING STRUCTURE
Planning a Successful
20 minutes Meeting
EFFECTIVE
COMMUNICATION &
BUILDING RAPPORT
QUICKLY
First 5 Minutes Matter
THREE DISCOVERY
QUESTIONS TO ASK
Master what Successful
Salespersons Use
ENDING THE MEETING
Establishing a Call-to-Action
Get Started to have a Successful First Meeting!
Fill out the short form below to get instant access to your free guide
Meet Pat Sherlock
I am a passionate sales trainer of the latest in lead generation for the financial industry. I believe that all business success starts with making a sale and a professionally trained salesperson makes it happen.
Stay Ahead of the Curve
Subscribe to our weekly podcast and YouTube channel to receive the latest sales success strategies and hear interviews with mortgage industry leaders.
©2024 QFS Sales Solutions. All rights reserved.