Considerations on what is on your pre-appointment communications with prospects

In this article/video, we will cover some ideas on how to infuse PMI into your pre-appointment process.

Consider the following: 

• Adding a link to your PMI portfolio into any pre-appointment emails that you send out (or texts)

• Consider including a video of the sales rep who will be handling the call. This adds a personal touch and helps the customer feel more comfortable meeting someone new.