Real meetings, taken apart
Five real meetings, one turning point each, and the Genius screens that run the same case step by step.
You know how a meeting feels. These show where each one turned, and how you would run the same case in Genius.
Free to read. Running a quote uses credits.
You'll learn to
- Check an old contract against today's Income rider calculator
- Record a clear no, or a changed goal, in the client's case
- Run a proposal meeting in order, then check it on Preview
In this guide
- 1. The contract that needed no change (done)
- 2. The meeting that ended in a no (done)
- 3. One question that changed the advice (done)
- 4. What the income goal really takes (done)
- 5. A whole proposal, from goal to next date (done)