Video guide to delivering a quote
How to deliver a quote or approval to your client
Unique structure of working capital
When presenting a solution to a client, it's natural for them to have questions or concerns about what they're getting. Referrers must guide clients to understand that the available option is the best fit for their situation. This is particularly true for working capital, as many clients are unfamiliar with the workings of the market.
Unlike home or car loans, the working capital process has unique considerations that must be taken into account. Therefore, it's crucial to know how to communicate these differences clearly to clients to ensure they make informed decisions.
Delivering the quote or approval
To streamline the process of delivering a working capital quote or approval, we have created a simple step-by-step guide for discussing quotes and approvals with clients. This guide empowers you to approach the conversation with confidence and present information in a clear and straightforward manner. By following this process, you can simplify the delivery of working capital solutions for your clients and ensure that they fully understand the options available to them. We’ll show you how to:
- Pitch the lender
- Cover their approval circumstances
- Outline the benefits & impacts of the loan
- Talk through the exit strategy
- Handle objections