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CASE STUDY

CLIENT:

: Face-to-Face – Agency – Cold call @ customer’s office English - ICICI PRUDENTIAL

DESCRIPTION: #IPRU

Face-to-Face Call – Agency – Cold call @ customer’s residence
Anchor voice – female
S – Salesperson – Male
C – Customer – Male

Customer’s setting
• Dressed in formal T-shirt and trouser sitting in the office cabin

Salesperson’s setting
• Dressed in formal shirt and trouser + a tie
• Carrying a formal bag containing sales material and diary + pen
• Visiting cards in shirt pocket
• Reaching customer’s office

After we have taken an appointment, we have to prepare to go for the customer meeting.
The main aspect is the stationery kit.
Be ready for recording relevant customer information in your diary.
Important information to be noted includes:
• Family related
• Career related
• Investment related
• Future related*
We now move on to see what happens in a customer meeting.

Props - Stationery kit – plain papers, writing pad, pen, stapler, highlighter

S – Good evening Mr. Sharma! Sameer here, from ICICI Prudential Life Insurance Company. Thank you for your time today. This is my visiting card.
C – Good evening Sameer! Please come.
S – How are you doing Mr. Sharma?
C – All well. How about you?
S – I am fine too. Thanks!

Subscript on video – Conversation starter
S – You have a very nice office Mr. Sharma! Do you have a lot of teams working out of this office?
C – Thanks! Yes, most of the HO teams operate out of here.
S – I have been visiting this locality since the last few years and it has developed really well.
C – Oh it has. In fact, we now have some good eating options too around here.
S – Yes! I am sure it’s helpful. By the way, Mr. Sharma, do you stay close by from here?
C – Not really. I stay at Model Colony on M G Road which is approximately 20 kilometres from here.
S – Ok! That’s a nice locality too.
C – Yes.


Audiovisual created by Santanu Productions - A Premium Corporate Video Maker in Mumbai. For more information please visit - https://www.santanu.biz or email us at mail@santanu.biz

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We have a team of marketing executives spread out across Mumbai and Thane. Whether you are around Andheri, Chembur, Mulund, Tardeo, Powai, Lower Parel, Navi Mumbai or Thane Ghodbunder, our team will reach you quickly for a personal meeting and offer our best solution for a corporate video production. We also provide services in Gujarat and other far flung places across the nation.

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