Engagement Strategy with Existing Customers During a Market Downturn

Jason Tan

Agency Growth Architect & Leads Gen Expert

Keep In Touch with Your Customers

When the market goes down, most people become more cautious and worrying. In such times, while it is important to reach out to your clients, it is even more important to do so in an artful way.

Since the pandemic hit us, you would have attempted to reach out to your clients to connect and propose new financial solutions. In this video course, you will learn what is the natural and easy way to start a conversation with your clients, how to make them feel connected with you, how to engage them in the conversation (even via text messaging) and how to follow up.

Throughout this course you will discover:

  • What is the risk tolerance level of your clients in times of uncertainty? What is in their psychology?
  • In reaching out to your clients, what you must NOT do. The sure fail ways that you want to avoid.
  • How to engage your clients successfully (with examples for you to learn from)
  • Learn the subtle art of digital conversation sales engagement

Course Lessons
5 Lessons (28m)

Jason Tan

Agency Growth Architect & Leads Gen Expert
Recognised as the most accomplished strategist in this generation and a multiple effective marketing awards winner since his apprenticeship days, Jason has earned ‘the Goliath of Advertising’ title due to his unusual effective and disruptive marketing tactics.

Jason’s distinctive strategy has allowed him to envision the NextGen Agency Architectural blueprint. His most recent winning stint was combining off-the-record strategies with fintech capabilities, bringing phenomenal success for a leading agency in Singapore. He has helped increased its FYC by 55% and its agency strength grew 86% in a year.

With such growth achievement, Jason has been invited to share the best practises of building the Million Dollar Agency across the regions of Asia. He had the honour of being the keynote for Sales Maximiser best practise sharing for 13 countries. Additionally, Jason has also been invited to be the keynote speaker for Kick off and Final Sprint events.

Jason’s expertise in Sales Maximiser Architectural blueprint extends to the designing of training in the following areas:

Sales Maximiser

Branding strategies for different strategic level
  • Agency level
  • District level
  • Personal level

Sales Maximiser Marketing

  • Lead gen marketing activities via events & digital platforms
  • Lead to sales conversion blueprint
  • Objection handling
  • Storytelling marketing

Sales Maximiser

  • Immediate aftersales action plan
  • Mistakes to avoid for aftersales activity and policy review
  • Aftersales activity design & scheduling tactics
  • Production planning & optimisation

Sales Maximiser
Talent Acquisition

  • Understanding millennials and their career goals
  • Talent acquisition tactics for millennials
  • Career fair for millennials
  • Internship program blueprint for millennials