• Sample pages
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    What is the Ultimate Enrollment System™?

    The Ultimate Enrollment System™ (UES™) is a written questionnaire and assessment that people who are interested in your services, complete before you agree to work with them. It enables you to sign up new clients more easily and weed out the time wasters from the sincere prospects. It's important you use the UES™ assessment with ALL your potential clients BEFORE you accept them as a client and BEFORE you offer to enroll them. A sample designed for coaches is located at the back of the book.

    Conditional Consult

    A conditional consult is an integral part of the UES™ process and differs from a free consultation in that you ask the prospect to make a yes or no decision to hire you at the end of the call. E.g.: "NAME, I will gift you a 30 minute free consultation. After 30 minutes I will stop wherever I am in the coaching and ask you, would you like to continue? If yes, then we continue on my hourly basis. If not, we part as friends. No hard feelings. Do you agree to this condition?"

    To schedule the consult say: ?The best way to get to know my services and if we are a good match for each other is to do a free consultation. I have 1 hour per day for free consultations and I double book those times so that I’m not wasting my time with no shows. Would you like to do a free consultation? Here’s what I have, can you pull out your calendar? I do all my free consultations on Mon, Tues, Wed, and Thurs from 10-11am Eastern. On Monday morning, I have a slot open which is a back-up slot. This means I already have someone at that time, so you will call 5 minutes past the time they are scheduled. If they don’t show, you get your session right then and if they do show, you will be re-scheduled. If you prefer, I have one primary caller spot open on Tuesday morning, which do you prefer?

    Be prepared for 30-40 minutes. After 30 minutes, I will ask if you would you like to become a client. If you say yes, we can continue for 10 minutes or we can schedule for a new time. If you choose to become my client, then you pay for the time we’ve talked. I charge x amount per hour. Do you understand? Is it fair for me to assume that you will be able to make a decision to continue or to part as friends with no hard feelings? Believe me, there will be no hard feelings, it’s fact finding for both of us."

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    Sometimes, when they are invited to become a client, the prospect's eagerness disappears.

    Scenario #1

    The prospect may say: Yes, I need to find another job, this one is making me miserable! I have been thinking about it for almost a year, and I have to get serious and do something about it now. But when you ask them to hire you, they say: I know I do need to get out of this job but right now I have so much going on with my husband changing jobs and my mother-in-law being ill... I’ll just have to put this off.

    Scenario #2

    The prospect says: Personal trainer, I just haven’t had the time to get to the gym. But I just changed jobs and work less hours so now I have more free time during the week and have no excuses. I really want to get this weight off and be healthy.

    Then, when you ask them to hire you they say: I don’t really know if I have the time to commit to this right now. Before I do anything, I really need to sit down and review my schedule and talk it over with my partner, then I really will be ready to start. What times do you have open when I am ready to have my first session in a few months? I promise I am not like other people; I really am going to start soon.

    When the prospect says they aren’t going to start working with you, remind them in their own words. John, earlier you stated, "I really have to quit my job, because I am miserable. I’ve been talking about it for a year, but now I am ready to take action. I just can’t take it anymore." Do you recall saying that and feeling that, John?

  • About the Author
    Business mentor Terri Levine specializes in helping entrepreneur-owned businesses achieve record-breaking growth. Based in Philadelphia, Terri is founder and CEO of Comprehensive Coaching U, Inc., The Professional's Coach Training Program. She has been featured on ABC, NBC, CNBC and MSNBC, and in more than 1,500 publications. She is the best-selling author ofSell Without Selling, Coaching Is for Everyone and Stop Managing Start Coaching. Learn more at www.TerriLevine.com.

$4.95  buy now

The Ultimate Enrollment System for Entrepreneurs, by Terri Levine

The Ultimate Enrollment System for Entrepreneurs – Stop selling the hard way! Top selling business coach Terri Levine provides you with a valuable assessment system which will enable you to easily identify the good prospects and reduce your time and frustration trying to sell to unsuitable prospects. “I have had the extraordinary experience of investing in Terri Levine’s consulting services. And I have to tell you it made a huge difference for me personally and professionally. Oh my goodness, the breakthroughs we had. I had a quantum leap in my business and how we’re doing business development, how we’re impacting our bottom line, how we’re increasing our profitability. Terri’s consulting brought me all of those results. And for me as a business owner, that’s exactly what I’m looking for. I recommend that anyone interested in business growth invest in Terri. She is extraordinary. She is savvy. She is wise, and at the end of the day, she is going to do great things to help take your business to the next level.” – Kristen Schuerlein Design Duo Inc

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