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Don’t Forget To Ask For The Order

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We all have to ask for the order at some time or another. Dearly Beloved’s favorite memory of me and order taking is our first big seminar, with over 500 folks crammed into the community room at our local mall.


Little ol’ me was so excited with the turnout, I gave the best presentation I think I have ever given. It wasn’t until I retired to the back of the room where my sweet pookums was standing with a sheaf of appointment signup sheets in her hand that I realized I had not once asked anyone of the jam packed and excited attendees to set an appointment.

Thirty years later and I still get my face rubbed in it.

These days its a lot more about web marketing.

Not so effective: Put up a web page describing your practice, and what services you offer, hoping it will make you look professional and motivate someone to call you for a presentation.

Better: Add what marketers call a “call to action.” Say explicitly what you’d like your website visitor to do, such as “Call XXX- YYY-ZZZZ to set up a free, no-obligation introductory consultation.”

Even better: Make your offer more specific, such as “Call XXX-YYY-ZZZZ for a free consultation on tax planning.”

Still better: Give the specific offer a catchy name, such as the “The Retiree’s Guide To Massive Tax Savings.”

Best: Add a deadline and a fee, and send your catchily named specific offer to your existing audience: “Through March 20, for only $197 get a Galactic Edge analysis of how well you’re incorporating tax planning into your future.”

In marketing, ‘It goes without saying’ is a self-defeating attitude. Always say what you want people to do and give them creative, relevant reasons to do it now.

In marketing, "It goes without saying" is a self-defeating attitude. Click To Tweet

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