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Member
Cross selling
A potential client called today for a quote on a banner.
After taking her details I noticed the URL and had a look at their site realising this is an opportunity to offer them another service.
How many other people actually take note and look at these opportunities?
I am curious because I never did until last year.
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Insurance Guru
For me it's just a part of the process. If I'm manging someones super I'll ask them about their insurance, if I'm looking after their mortgage I'll ask about their super, etc. Thankfully most of the information I need to obtain for one type of service leads straight into the next.
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