's Business Profile

On a scale of 1 to 10 (with 10 being the ‘best), how would you rate your current ENERGY levels in terms of your own mindset, focus, momentum and action?

When you started with us, did you have a personal brand, a company brand or both?

Has this changed since then and what is it now, a personal brand, a company brand or both?

Do you think your logo is legible and professional?

If you have a website, does the URL exactly match your company name?

What is the URL?

Do you have a professional email signature?

Do you have a professional email address, in other words, not a gmail email address as an example?

What is your work title (I am a Conversion Optimisation Specialist)?

Have you always used this title or is it new since joining us?

What is your purpose?

What is your Vision?

Passionate about protecting and creating your Families' wealth and legacies.

What is your 1st Primary Goal?

Protection and creation of your families' wealth and legacy.

What is your 1st Objective for this Goal?

Meeting and assisting more people to become financially secure

What is your 2nd Objective for this Goal?

What is your 3rd Objective for this Goal?

What is your 2nd Primary Goal?

Prospecting

What is your 1st Objective for this Goal?

Avenues of prospecting

What is your 2nd Objective for this Goal?

Ways to direct traffic to my landing page

What is your 3rd Objective for this Goal?

What is your 3rd Primary Goal?

Referrals

What is your 1st Objective for this Goal?

Requesting more referrals

What is your 2nd Objective for this Goal?

What is your 3rd Objective for this Goal?

Write your Value Proposition below as per the formula in Principle 4

Your Personal Dedicated Wealth Creation Strategist.
I am dedicated, determined and passionate about assisting you and your family with the provision of tailor made financial planning solutions, offering you peace of mind in the event of life changing events, by ensuring the creation and protection of your family’s legacy and wealth.
My ultimate goal is to ensure that you and your family achieve your financial goals with assisted guidance and recommendations in accordance to your budget and your personal needs.

Do you believe it is appealing? And why so?

Do you believe it is exclusive? And why so?

Do you believe it is clear and simple to understand? And why so?

Do you believe it is credible? And why so?

List all the ‘Elements of Value’ your product offers

Protecting and securing your family’s wealth in the event of death of the family’s breadwinner.
Protecting your income in the event of disability.

Write one case study of something you have achieved with a customer

Payout of Life cover benefit within 8 hours of receiving all the claim forms.

My client had taken out life cover on his mother, she passed away from natural causes in June 2018. He contacted me on Friday to request the claim forms. I assisted him with the completion of the claim forms and requested the supporting documents. He submitted the claim forms with all the supporting documents within a few hours. I submitted the documentation and he received the payout on the same day.

What features does your product have?

My product is a risk benefit which ensures that my client’s family’s wealth is secured with the following features :

1. Life cover
2. Lumpsum disability cover
3. Income protection in the event of disability
4. Lumpsum dread disease cover

The features of my product is flexible in that our product allows for multiple claims example in event that you contract cancer, you are able to claim for both dread disease and disability.

Our cancer benefit (Top up and Extended benefit) allows for reinstatement and claims at lower severity levels i.e. should you contract breast cancer stage 1, without the Top up and Extended option, you would only receive a 25% payout, however with Top up and Extended your stage 1 breast cancer will receive 100%. Reinstatement means in event after contracting breast cancer, and you claim, Liberty will pay out for Breast cancer, a few years later you contract liver cancer, your dread disease benefit will payout again for the liver cancer.

What benefits does you product offer?

The Lifestyle protection plan will provide the following benefits:
1. Provision and securing your family’s current standard of living in the event of a bread winner’s death.
2. Securing your income in the event you are unable to work due to disability or dread disease.
3. Ensuring that your estate has available liquidity in event of your death, so that your beneficiaries have sufficient inheritance due to them.

List 3 objections you get to your product and the 3 answers to these objections

1.Expensive – What would it cost should you lose your income in the event you not able to work or provide for your family?
2. I don’t need insurance – But you will insure your car and home contents in the event of theft, fire or damage and you won’t insure the person who drives the car or lives in the house.
3. I won’t get a dread disease – How do you know this?

Name one of your products

Lifestyle Protection

List 3 problems you believe your prospects have, related to your solutions

1. Dying too soon;
2. Income protection in event of disability or dread disease;
3. Liquidity and Estate planning.

List your 3 solutions to their problems above

The Lifestyle protection plan will resolve the following problems:
1. Provision and securing your family’s current standard of living in the event of a bread winner’s death.
2. Securing your income in the event you are unable to work due to disability or dread disease.
3. Ensuring that your estate has available liquidity in event of your death, so that your beneficiaries have sufficient inheritance due to them.

Write a detailed spec on your ideal customer (as much info as possible as per the Prospect Principle)

My Ideal client would be :
1. Female
2. Between the age of 25 – 45
3. Working
4. Young Family with children aged 1 – 20
5. Single mothers or Married

What is their true deep desire?

To ensure that their family is taken care of in the event that she dies or becomes disabled due to dread disease or accident, and is not able to provide for her family.

Have you optimised your pricing according to the pricing tactics and strategies and what is your pricing for your services or products?

I can’t determine the pricing strategies as this is dependent on my client’s profile i.e. Annual income, qualifications, occupation, age, smoker status. As my portfolio increases, I am able to offer up to 10% discount. So the more people I am able to assist with protection plans, results in my quality to increase so I will be able to provide my clients with the 10% discount.

Where do you currently do paid for advertising, list all the platforms or channels e.g. facebook, local newspaper etc

Nowhere at the moment.

How much do you typically spend on advertising per month?

Not applicable as currently not doing any advertising on social media.

Do you belong to any business network e.g. BNI, Chamber of Commerce?

No I don’t belong to any business network group currently.

What metrics are you measuring monthly?

Calls made to clients daily / monthly. Number of appointments made daily / monthly.

What KPIs do you have for yourself?

What is your Average Order Value (AOV)

What is your Customer Lifetime Value (Average Lifetime Order Value)

What is your Cost of Acquisition (COA)

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Marketing Level

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