TY ASSOCIATES: Tying it all together

1st time Clients

Repeat Clients

 

 

THESE QUESTIONNAIRES HAVE BEEN TO SAVE US VALUABLE TIME BY ASKING YOU MANY QUESTIONS THAT MAY BE OVERLOOKED WHILE TALKING ON THE TELEPHONE.

WE THOUGHT IT WOULD BE  BEST TO CREATE MANY DIFFERENT QUESTIONNAIRES BASED ON YOUR RELATIONSHIP TO US. WHY ASK YOU THE SAME QUESTIONS THAT WE HAVE ASKED OF YOU IN PREVIOUS DEALINGS BECAUSE WE HAVE PRIOR KNOWLEDGE OF YOUR SITUATION AND IT ALLOWS US TO "CUT-TO-THE-CHASE" AND ASK RELEVANT QUESTIONS WHICH GIVES US THE ABILITY TO TAILOR OUR PRESENTATION TO YOU.

IN OTHER WORDS, IF YOU ASK, "WHAT'S THE NEWS?"

I SHOULDN'T GIVE YOU THE WEATHER.

YOU CAN LOOK TO YOUR LEFT TO DETERMINE WHICH CATEGORY YOU FIND YOURSELF IN. OF COURSE, IF YOU HAVE THE TIME WHY LOOK THROUGH THEM ALL. IN THE EVENT THAT YOU REFER SOMEONE YOU CAN BEST DIRECT THEM AND SAVE VALUABLE TIME AND ENERGY FOR CLIENT AND COMPANY.