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 FRESH IDEAS: Your Free Marketing E-Newsletter for Senior Housing Professionals .  
July 2004 
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Presentation Tips - Part 2 - The Warm Up Before the Tour
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Nothing is more important than treating your customer with the greatest of care. Building that relationship of trust is vital in the sales process. Therefore, your first goal is to set them at ease. Unfortunately, many people are a little fearful of what they perceive as "the sales pitch." Try to get their guard down and develop a comfort level before touring. Find a nice cozy semi- private place to sit and chat. I suggest something like a sun room or a private dining room.

Ask how you may be of help today and begin probing to find out what the problems and needs of the prospective resident are. If you have spoken to them by phone already, review what conversations have taken place and what you understand the situation to be. Tell them your goal is to help them determine what is "best" for them. Your residence may not be the "best" for them. In order to help them, you need to learn about their specific needs and desires first.

Take notes, asking permission first. This lets them know you care enough to record their concerns and it helps you to remember details later.

Ask key questions and listen intently for clues. This allows you to find out needs and preferences that you will later refocus on during your presentation. Key questions might include the following: "Why are you considering making a change at this time?" "What other options have you or are you considering?" "What are some of the things that you are looking for in a retirement community?" "How soon were you looking to make a move?" "What other places have you visited so far? What did you like/dislike?"

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