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Presentation Ntp 05 Aldridge Pt 2

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The document discusses providing tax preparation services to clients Jake and Samantha Aldridge and reviewing their session. It mentions discussing with them the H&R Block Guarantee, the Peace of Mind extended service plan, building a client base through referrals and surveys, processing their payment at the front desk, and evaluating the client experience and how to retain their business.

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Jake & Samantha Aldridge Session 5
Review of Last Session In the previous session, we met and served the Aldridges. What were some of the things we did for them?
Peace of Mind® Extended Service Plan The Standard Guarantee is now called the H&R Block Guarantee. The Peace of Mind offer screen is new. The Peace of Mind signature document now includes an income summary. WB 55
H&R Block Advantage WB 56
H&R Block Advantage Why is it important? How do you review? WB 57
Discounting 004 008 WB 58
Building Your Client Base What are ways you can build your client base? WB 59
Send-A-Friend Ask for Recommendations Ready Set Go WB 60
Wrap Up Interview Secure the appointment for next year. Inform the client of the Office Level Survey call they will receive. WB 61
POS Plus How do you transition from your desk to take Jake and Samantha to the front desk? What does the conversation sound like as you take their payment? WB 62
Session Review How did you attract Jake & Samantha to H&R Block? How did you provide a strong Client Experience to make sure Jake & Samantha left feeling Connected, Confident, and Championed? What did you do to retain Jake & Samantha and build your business? What information from this session do you need to help you to meet your goals? WB 63
Online Evaluations and Knowledge Checks MBTO Computer-based Training on Quicklinks Launch to Skills Learning Center Register for Courses Enroll myCourses Go and Launch

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Presentation Ntp 05 Aldridge Pt 2

  • 1. Jake & Samantha Aldridge Session 5
  • 2. Review of Last Session In the previous session, we met and served the Aldridges. What were some of the things we did for them?
  • 3. Peace of Mind® Extended Service Plan The Standard Guarantee is now called the H&R Block Guarantee. The Peace of Mind offer screen is new. The Peace of Mind signature document now includes an income summary. WB 55
  • 5. H&R Block Advantage Why is it important? How do you review? WB 57
  • 7. Building Your Client Base What are ways you can build your client base? WB 59
  • 8. Send-A-Friend Ask for Recommendations Ready Set Go WB 60
  • 9. Wrap Up Interview Secure the appointment for next year. Inform the client of the Office Level Survey call they will receive. WB 61
  • 10. POS Plus How do you transition from your desk to take Jake and Samantha to the front desk? What does the conversation sound like as you take their payment? WB 62
  • 11. Session Review How did you attract Jake & Samantha to H&R Block? How did you provide a strong Client Experience to make sure Jake & Samantha left feeling Connected, Confident, and Championed? What did you do to retain Jake & Samantha and build your business? What information from this session do you need to help you to meet your goals? WB 63
  • 12. Online Evaluations and Knowledge Checks MBTO Computer-based Training on Quicklinks Launch to Skills Learning Center Register for Courses Enroll myCourses Go and Launch