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ways to use VidBiscuit by Mind Map: ways to use VidBiscuit
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ways to use VidBiscuit

Thanks for your business to end a call

existing clients

birthday greetings

cross sell, explain coverages

New node, New node

thanks for referral

claim follow up

Introduce referral program

Direct them to articles of importance

Staff introduction from behind the scenes staff

Request feedback on service/agency

Look forward to meeting client at registered event

brand new clients

part of welcome kit

generate referrals

introduce key staff that will work with them

Round Account

prospects

thank for interest

follow up on quote

Confirm Appointment

Request copies of dec pages, payment, etc

staff

happy birthday

anniversary

Hire Date

Wedding

Nurturing Horses

Thanks for your help/contribution

Give Kudos

Vendors

report/show damaged goods

show adjustments needed

Client Nurturing

introduce staff to Client

WOW Client

Thank Client

Tell about a new product

Tell about a new R.M. Tool

Tell about a new service or change of service

agency acquisition

step in prospecting sequence

follow-up after 1st meeting

intro to carriers of selling agency after offer is accepted

family

surprise email to spouse

request meeting with teacher

staying in touch w/friends

checking in w/parents

visiting soon

Ins.Company Nurturing/Agency Promo