Establish the Buyer Relationship
Step 3: Schedule Buyer Consultation
The consultation is where clarity and professionalism begin. Setting a dedicated meeting demonstrates your value, creates structure, and prepares the buyer for what to expect. A scheduled consultation helps the buyer feel supported and guided.
Pro Tip
Send a confirmation text and add reminders.
Recommended Tools & Resources
Send an appointment confirmation including time, date, and meeting format.
Use virtual formats when in-person meetings are not possible.
Training Box
- Send a confirmation message to prevent missed appointments.
- Prepare all documents before the meeting.
- Set expectations for what will be covered.
- Ensure the buyer knows what to bring.
Daily Activity Plan
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