The Warm Up

After the greeting, the advisor brings the guest to the membership sales area, and:

  1. Starts the guest waiver form
  2. Asks for pertinent information like spelling of name, email address, and phone number
  3. Probes to identify the marketing source
  4. Asks about convenience of location to work and home
  5. Asks occupation type
  6. Uses a comfortable and welcoming approach with the prospect throughout