MDRT sales idea1- Set the agenda- Oct 08

Sales Idea #1 Set the Agenda

Never enter a sales situation without a written agenda. Make a copy for yourself and a copy for your clients. The most overriding reason to do this is CONTROL.
Think about it. When you go to a meeting, you want to know,” What’s the agenda?”

When we set agenda, we control the interview- what we’re going to talk about, in what order, for how long – and what we’re going to do when we’re done.

An Agenda:
- Keeps you organized before you even leave the office because you have written out all you’re going to talk about
- Reminds you of any forms you may need to have with you
- Demonstrate professionalism
- Empowers others in the room


Sincere Appreciation,
Richaard Wong
Best Practice, Training and Development
American International Assurance Co, Ltd
20/F AIA building, 1 Stubbs Road
Hong Kong
Tel (852) 2832 6762
Fax (852) 2572 1792
“Things which matters most must never be at the mercy of things which matters least” - Goethe -