Step 3: Considerations on how to close more deals
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      3. Step 3: Considerations on how to close more deals

      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.