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Bo's Attention-Grabbing Whiteboard Greeting

Like Anastasia, Bo Tran is a trailblazer. After completing the initial training program, Bo sent 43 Digital Handshakes™ in his first two weeks. Bo set a record number of appointments, achieved a record show rate, and he walked away with the highest close rate in the first meeting of his career.

During the process, Bo added a nice touch into his video workflow. He writes a personal greeting on a small whiteboard, then holds it up at the beginning of the video. This greeting becomes the thumbnail for the video, adding an additional dimension of personalization to the message.


Record Number of Appointments

In my first week of using jiveSYSTEMS, I set a record number of appointments and achieved 100% show rate to the first meeting. Many people invited me to their homes, instead of a public place. The video was a great conversation starting point and lead to my highest closing ratio in the first meeting.

UPDATE (Month Two): Will, if someone watches my video they are my client. It is simple at that. So awesome!

Bo Tran Bo Tran Insurance