Showing posts with label Jeff Terso. Show all posts
Showing posts with label Jeff Terso. Show all posts

January 16, 2019

Proposed Vision 20/20 for Senior Citizens

To:        Ms. Madel

Subject:   Vision 20/20 for Seniors membership to build a community of sure
buyers...

Objective:

1.  To capture those would be buyers who are not eligible for plans  since they are no longer insurable

2.  To capture more of at need buyers and to attract their friends and relatives 
     to our products and services.  Say ++ 50 at need buyers na SC

3.  To add at least 200 new prospects per sbu

What:

Credit:   Inspiration from Discussion with Mr. Jeff Terso, candidate for Funeral Director at Holy Gardens Pangasinan

Solicitation of membership by Senior Citizens (above 60 and holders of SC card
) individually or by barangay  or by towns

   1.  Benefits  20/20  -   less 40% on at need prices for the holder of the
        card

       1.  Non transferable/assignable

       2.  Only for 60 and above and SC card holder

       3.  Applicable to services:  funeral service, interment service and 
           cremation packages

       4. Total amount of purchase must not be less than P65,000.00

      5.  To be paid in cash  (not more than 10 days duration of payment)

      6.  Non commissionable

Where:

     All SBUs old or new

     During wake/interment/funeral service

     Dalaw paburol

Who: will market

    CMOs

    CSS 1 

    Our sellers

How:

   1.  Pupuntahan office of SC at munisipyo;at per barangay

       1.  Give a promo letter

       2.  Sample application form

   2.  Group:    sa mga SC organization during regular meeting

  3.  One on one:

       1. House to house

       2.  During sales presentation especially when selling pre need
            pre paid plans

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