Being Consultative

There are three approaches to being consultative. The advisor role educates and guides a consumer to shape a solution but ultimately allows the customer to choose their best option.

The concierge role does more decision making allowing the customer to choose from a few specific options.

The coach role encourages customers to achieve goals by creating a plan to address a specific problem, nurturing
and encouraging them to achieve a desired end state.

All three roles place the customer’s happiness above monetary gain.*

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Multi-Mode Data Collection