Do a Gift Account Walkthrough
There are three simple, important steps to the gift account walkthrough:
1- Have your prospect go to your page and click on your banner
Make sure to mention a video will begin to play that will walk them through signing up for a gift account and sending their first greeting card. If you are on the phone, stay on the line in case they want to pause and ask questions.
2- Have them watch the Opportunity video
3- Show them the three ways to get started
After the tutorial, share your own experience with SendOutCards and ask if they would like to use the system. If they say “yes” show them the three ways to get started, and help them decide which option best fits their needs.
If they say “no,” realize that this means “not now,” and thank them for letting you introduce them to what you do. Remember that people may say “no” more than six times before they eventually say “yes.”
Once you have introduced several people to SendOutCards with the automatic walkthrough video, you may be tempted to skip this step and walk them through the system on your own. We suggest that you continue with the automated video for this reason: It can be duplicated by anyone you share SendOutCards with. Duplication means that others are able to easily complete the same tasks that they see you perform. When they see how simple it was for you to share the walkthrough with them, they’ll be more likely to join knowing they can do the same!
