Send Out Cards promotes that you be either physically present with your prospect or you the phone individually with them when you show them our system. I do both. However when I am on the phone, I find it is sometimes confusing to know what the prospect is doing. And when they are confused, I might be on a different page or something and the meeting really starts to breakdown. When I am saying "Just, click the continue button on the lower right", and they are saying "There is no continue button on the lower right." Then I can't be sure. Why can't they see the button on the lower right? Are they on the wrong page? Is it there but they are just missing it? What is going on?
For that reason I find it much easier to use a web Meeting, and as my downline I would certainly support you doing the same if you like to. Many people find the extra piece of technology intimidating.... And for those of you (you know who you are) this is by no means a required process.. It is just one that I like to use and I find it helpful to me (Similarly to the Daily 8 tracker database I have shared on this blog.)
One of my distributors asked for some instructions so she could put it into practice, so I'm providing that here (as well as posting an instruction sheet on the resources page) :
1) This free web meeting is available through acrobat, so first step is go to https://acrobat.com/welcome.html and sign up for an account by clicking on "Create Free Account" on the upper Right (here we go, wish I had a web meeting to tell you how to get to the web meeting ;-). Put in your email address, name, etc. Click on "sign up".
2) Agree to the terms of use.
3) On the menu at the top (left) click on Meetings.
4) You, as the host, will need to start the meeting. Click on "go to my meeting room."
5) This takes you into the meeting room and brings up a box (Welcome to your connectnow meeting room) with your meeting room URL (meaning the address for your browser) in it. Copy this URL, save it to a bookmark. In the future you can go directly to your meeting room by going to this URL. This is also the URL you give to others to join the meeting... This is the location of your meeting room, everyone goes there.
Note: if this URL is ugly, you can customize the URL. Also Note: This URL is long, and difficult to direct someone to over the phone. If I plan to use my meeting I ALWAYS send an email with the URL in it, so the prospect can just click and enter the meeting.
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Now that the account is set up, you can ignore steps one through 5 in the future. So, since you have made a bookmark (right?) let's close this meeting and the tab on your browser and start from scratch. (Note: Before you close the meeting go up to the menu at the top of the meeting, and select meeting and "sign off".***
6) Open a new browser and click on your bookmark to your meeting URL.
7) You should come to a login page. You as the host do not log in as a guest, rather Enter with your Adobe ID (the username and password we just set up). This is the same screen your guests will come to, however they enter as Guests... tricky huh. They may type only their first name as there will only be you and the guest on the meeting, and so a first name is plenty to identify your guest. Click "enter the meeting".
8) This opens up a new application that is your meeting space. You may close the welcome box. As your guests arrive you will see them pop into your meeting. If your meeting is not set to automatically accept guests, you will get a pop up telling you they are requesting to enter the meeting. Please accept them graciously.
9) Now they are seeing the same screen you are with "Share my computer screen" button in the middle. They are on the phone with you now, so you are guiding them. If you just want to show them something, by all means share your computer screen. That is the quickest way to do it, but I want them to drive the mouse and send the card, so I'd rather they share their computer screen. Therefore, instruct them to click that button. Your screen will say ie. "Barbara is about to share".
10) If they are here for the first time in a while (usually the case) a box will pop up telling them that they need to install a plugin. Instruct them to say "yes" to that. I have used this 100's of times and had no issue. It only takes a second. If they are uncomfortable with that, you can go back to sharing your computer screen.. but the experience is not as impactful.
11) When the plugin is done, their icon on your screen will blink off the meeting and back on, and again it will say "Barbara is about to share." At this time another box pops up for them labeled "Start Screen Sharing" and asking them what to share. They should choose the radio button for "Desktop" and click on "share". Your screen will turn black.
12) On their screen a pop up will come up labeled "Introduction to Screen Sharing" and says "You are about to share your computer screen...." Instruct them to click on the "ok" button. You will see their mouse move when they do that, and then you will see their screen.
13) One more thing to instruct them. They have a box up, where they can control the meeting, labeled "ConnectNow Screen Sharing". You cannot see that box, and often it is in the way. (Like maybe that is why they can't see the button on the right and you can) Tell them to minimize that box by clicking on the line in the upper right corner of the box.
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Now you are ready to do your walk through just as if you were sitting with them. If there is other confusion you can request to take control of their mouse. If you do so, they have to accept. Then you BOTH have control of the mouse. I don't need that privilege often, and actually the alignment is a little off, so it makes it difficult to click on a button etc..
When you are done with the meeting, just close all the windows.. That's it, easy peasy!
ALSO NOTE : Run through this a few times with a buddy (or me if you do not have anyone else) before you get into a walk through where you are already nervous about other things, and if this does not go as planned and you or your guest are getting frustrated, abandon the meeting and continue on blind.. It is harder but it is the way thousands of people do their walk throughs. I'd love to get feedback from this too, are you using it? Does it help? Post a comment.
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