Bonding Certification

Clients
Keep in mind that it is typical to talk with an average of 20 prospects to attain one client.
Look for companies that have multiple departments like sales, service, customer relations, marketing and public relations. When there are several different departments with their own specific goals, details get lost in the process. That’s why it will be easier for you to identify areas they will be able to guide them on their expenses.
Marketing Plan
Your marketing plan is going to require you to join several leads groups and develop personal introductions to management and financial positions within companies. Your best bet will be to get outside vendors to introduce you. Then, once you have clients, have them refer you to others that they know. Referrals close twice as fast as any other resource.

Power Partners

Your Power Partners will be Bankers, Benefits Consultants, Business Insurance, Business Attorneys, Compensation Consultants, Human Resource and Management Consultants, Turn-Around Specialists, Billing and Collections Services.

The conversations with these Power Partners should indicate your willingness to include them as you become aware of companies that need their services. It is important that you meet with these Power Partners in person the first time, then keep in touch with them weekly through email or phone conversations.

Requirements

You will need to have a computer to create a database, a tracking system and invoices. You will need to keep detailed notes about how you save expenses for each client. You will also need to have reliable transportation.

Personality Type: Analytical, Driver

Total Start Up Costs: Less than $2,500

(includes business cards, website and phone)

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