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Scenario: You and the client are reviewing their goals together in their portal on the first call. They are interested in changing the goals that were originally set during the sales process. Should you allow them to switch out the “Goal” projects?

  • Yes, they add in as many goals as they would like.
  • Yes, work to identify 3-5 concrete goals they wish to tackle, depending on the type of service you’re providing
  • No, these goals are set in stone, and any changes indicate that your client has commitment issues.
  • Yes, goals should not be set during the sales process to begin with.

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