Genoplan Sales Amplifier & Client Engagement
Zoom Event Package

20 EVENT SLOTS AVAILABLE

Limited Time Only

Our Upcoming Event
Great for Client Acquisition

Read Why We Like GenoPlan and GenoKit

3 Ideas On How You Can KickStart Your GenoPlan Journey

1. Profile Your Top 5 Clients that would benefit from the GenoKit

2. Do a Review of their Insurance Portfolio – Identify Shortfalls in their Protection especially Critical Illness needs.

3. Connect with your Top 5 Priority Clients for this project – via SMS, Emails about the Genokit, and review their Protection and CI shortfalls.

Why You Should Engage Your Clients Via Zoom Events?

1. The cost of Running Client Engagement and Prospect Acquisition events via Zoom is Cheaper without the need to rent venues for your events.

2. You can choose Events that are of value for your clients.

3. With the current COVID 19 restrictions, you can reach out to your clients and prospects on a large scale.

KickStart Your Client and Prospects Engagement Journey
with the Insurance Collective

ZOOM CONSULTATION

​45 Minutes One On One Zoom Consultation To Understand You and Your Clients

TEAM MASTERCLASS​

1 Hour Team MasterClass Connect with Your Financial Consultants on using Zoom Events for Client Retention and Client Acquisition​

MAKE THE EXPERIENCE BETTER BY:

​Choosing your Event Theme, Marketing Materials Template, Speakers
Pre & Post Webinar Scripts
Client Feedback Testimonials Template
Engage Us To Host Your Webinar

Terms:
1 Financial Consultant Per Event | Maximum 25 Clients Per Event

HERE IS WHAT YOU WILL GET

1x GenoKit

1x Training & Coaching Video on How To Upsell and Cross-Sell with the GenoKit

Personalized Event Materials To Send Out To Your Clients & Prospects

Get Pre & Post Webinar Script

Get Client FeedBack & Testimonial Template

1 x Pre Event Webinar

1 x Post Event Webinar