The 3-Step Breakdown to Secure a $250M SMMA Client

💰 Signing a $250M SMMA client and earning six figures in the first year is possible without case studies or high-pressure sales tactics.

💪 Ultimate confidence is key to signing massive deals and winning the respect of clients.

🔎 Picking the right target prospect is crucial, as most individuals with investment potential are above the age of 40.

🎯 Targeted a new commercial director of a $250 million institution.

💼 Focused on creating a great client experience to close the deal.

🏢 Signed a non-disclosure agreement and had a face-to-face meeting in a high-end location.

🔑 Behaving classy attracts quality clients.

💼 Preparation is crucial for closing big deals.

💸 Signing high-ticket clients requires rewiring beliefs and providing value.

📈 Selectivity and partnership focus lead to greater revenue and success.

🤝 Building trust and understanding is essential before pitching.

📊 Understanding the client's goals and needs is crucial to creating a customized proposal that meets their expectations.

💡 By asking insightful questions and uncovering the client's pains and problems, you can build trust and show them a way to overcome their challenges.

🤝 Nurturing relationships over time and focusing on long-term results can lead to successful partnerships and high-value clients.

🔑 Understanding the client's needs and showing expertise builds trust.

🌟 Painting a vision of a successful partnership helps to sell the idea.

🤝 Agreeing on next steps based on the client's vision increases buy-in.

Signed a $250M SMMA client by creating a custom plan that fit their budget.

Presented a sales process that included sales development reps, a systemized approach, and sales assets.

Utilized leverage and transitioned to higher-level activities over a 12-month agreement.

Emphasized a logic-based sales process with emotional touch, targeting decision makers.

Overcame the final hurdle of getting board sign-off.

🔑 Building trust and maintaining a good reputation are crucial in securing high-level clients.

💼 Acting as a growth partner rather than just an agency can lead to long-term success and opportunities for equity.

💪 Creating confidence, providing an abundant experience, and delivering quality sales agendas are key to success.