Here's a step-by-step checklist for creating your unique process presentation, detailing each phase of the client interaction and service delivery:

 

Unique Process Presentation Checklist

 

Step 1: Download and Prepare

 

- Download the "Create Your Presentation" worksheet.

- Link: [Download Worksheet]((Insert actual link here)

 

Step 2: Referral Intake

 

- Add key points about the referral process.

  - Who takes the call?: Identify the person or role.

  - Communication Mode: Is it via email or phone?

 

Step 3: Information Gathering

 

- Show your process for gathering client information.

  - Method of Collection: Manual application, phone call, digital form.

  - Analysis: Describe how you analyze the gathered information.

 

Step 4: Preparing for Closure

 

- Outline the steps leading to the deal closure.

- Client Contact: How and when you contact clients.

 - Preparation: Steps taken to prepare clients for what to expect.

  - Description of Next Steps: Explain subsequent steps in the process.

 

Step 5: Maintain Relationship

 

- Detail how you stay in touch and manage ongoing relationships.

 - Communication Frequency: How often you contact clients.

 - Information Sharing: Methods used to send updates or useful information.

  - Cross-Selling: Strategies for offering additional services.

  - Special Occasions: Handling birthdays and other personal milestones.

  - Referrals: How you encourage and manage referrals.

 

Step 6: Visualize the Process

- Create a flowchart illustrating the entire process.

- Ensure the flowchart clearly represents each step and interaction, making it easy to understand your unique selling proposition.

 

This checklist will help you systematically organize and present your unique process, making it clear and compelling to potential partners.