Is it always SUPER clear why YOU should be their employee benefit advisor?
If not (or you're not sure) then grab these free resources to clarify your proposal & pitch.
"Jenn, I wanted to let you know that I saw your case study while I was in the process of an RFP for a company with 500 employees. The timing was perfect! I had already had a 1.5 hour discovery phone call with the prospect upon receiving the RFP, which was a previous tip from you. After reading your article, I refocused and coached my team. 7 firms presented and we won...a unanimous decision one day after our presentation. The owner told me that there was some tough competition, but our team shined. Just like your case study said! "
I've been there. You're stretched-too-thin and fighting fires. Sometimes, you’re simply grateful to make the finalist round and nail down the logistics to get your team there. Don’t mistake that for the finish line, however. I've included some tips for "just-in-time" preparation.