Finance Professional

Likes

Data, ROI, terms, compliance

Dislikes

Vague claims, emotional pitch only

Recommended sales approaches

• The Apology Sincere apology for a past issue; then make it right with offer.
• The Fair Fair to customers; no tricks.
• The Guarantee Strong guarantee to remove risk.
• The Lease Lease instead of buy; lower commitment.
• The Permission Ask permission to share an idea or offer.
• The Question Stack Ask a series of yes-leading questions to build momentum.
• The Quick Win Offer a small win first to build trust.
• The Stat One shocking or compelling statistic.
• The Success Path Show path to success with your product.
• The Voice Leave a voice note; more human.