SF Mod4 Aula 8 Venda Sessao de Diagnostico do Prestamista Simulacao edit 720p

Summary

This video script provides a detailed simulation of a consultation meeting where a financial advisor helps a client discover lost salary benefits through a strategic approach to their loan situation. The advisor guides the client, Elizabete, through questions to assess her financial challenges and emphasizes how recovering lost salary can accelerate the repayment of her debt. The advisor reassures the client about professional conduct, including being presentable, and clarifies the process, including payment terms and services offered. The script showcases the step-by-step method to build trust, deliver value, and secure client commitment.

Takeaways

• 😀 The script is a simulation of a sales meeting aimed at teaching how to follow a step-by-step process to engage with clients effectively.
• 😀 The goal is to help the client recover potentially lost income through a process called 'rescue of lost salary'.
• 😀 The professional emphasizes the importance of being prepared and presentable, ensuring the environment is quiet and free from distractions during meetings.
• 😀 The conversation model is based on asking questions that help identify the client's financial situation, such as loans and expenses, and addressing them effectively.
• 😀 The focus of the sales pitch is to offer solutions for debt management by identifying hidden opportunities, such as salary recovery from previous loans.
• 😀 The sales approach encourages building rapport and empathy, such as discussing the emotional burden of debt and how the service could alleviate it.
• 😀 The consultant stresses that the client should take responsibility for their finances and emphasizes the importance of small lifestyle changes to avoid unnecessary spending.
• 😀 The script includes detailed examples to explain how the 'salary recovery' service works, making the process clear to the client.
• 😀 The professional offers a flexible payment structure for the service, ensuring that clients only pay after achieving results and are guaranteed a refund if no success is achieved.
• 😀 The consultant is very customer-focused, offering follow-up support through WhatsApp and personalized assistance in navigating the service.
• 😀 The script highlights the importance of ensuring the client understands the value of the service and the positive outcomes they can expect, particularly in terms of financial relief.

Q & A

What is the main purpose of the simulation in this script?

The main purpose of the simulation is to demonstrate how a script and a sequence of questions are used in practice during a consultation. The goal is for the viewer to observe and understand the structure of the conversation, which can be applied when engaging with clients in similar situations.

How should the consultant be dressed during the meeting?

The consultant should be dressed in a way that is professional and presentable, although they do not need to wear formal business attire. The consultant should ensure they are neat, with their hair combed, and should avoid any distractions like being in a noisy environment.

What is the role of the 'caça ao tesouro' (treasure hunt) session?

The 'caça ao tesouro' (treasure hunt) session is an hour-long online meeting where the consultant helps the client find a 'lost salary' within their existing loan. It aims to identify any hidden or overlooked financial benefits that the client is entitled to, which can be used to pay down their loan.

What is the primary objective of this meeting?

The primary objective of the meeting is for the consultant to ask the client questions to understand their current financial situation, particularly regarding a loan they have. The consultant aims to identify ways to help the client pay off the loan faster by uncovering 'lost salary' or financial opportunities.

What happens if the consultant does not find any 'lost salary' for the client?

If the consultant does not find any 'lost salary' or additional financial benefits for the client, they guarantee that the client will be refunded the initial payment of R$ 300. The consultant assures that there is no financial loss for the client in this case.

Why does the consultant suggest that the client should focus on paying off their loan early?

The consultant suggests paying off the loan early to relieve the client from the burden of monthly payments and to reduce feelings of embarrassment, especially if the client is concerned about leaving a debt behind for their children. The goal is to give the client financial freedom sooner.

What specific benefits does the client receive from the consultant's service?

The client receives personalized guidance in finding any hidden salary or financial benefits related to their loan. The service also includes a session to explain how banks profit from these situations, a session to evaluate the result, and ongoing support via WhatsApp for any further questions.

How does the consultant explain the concept of 'lost salary'?

The 'lost salary' refers to any financial resources or opportunities that the client may not be aware of within their loan. The consultant works to uncover these hidden funds, which could potentially help the client pay off their loan more quickly or use the extra funds for other purposes.

What is the payment structure for the consultant's service?

The payment structure involves an initial fee of R$ 300, which can be paid upfront or in three installments of R$ 100. After the consultant recovers the money, they charge a 30% fee on the amount recovered. If the recovery is significant, the client pays the fee after the funds are in their account.

What does the consultant offer as a bonus to the client?

As a bonus, the consultant provides an exclusive material that helps the client identify and eliminate unnecessary bank fees. This resource is designed to increase the client's savings and financial stability beyond the 'lost salary' recovery.