By Anson Thompson, insurance ninja
It's Friday, the board meeting is tomorrow, and it's 5 hours away. Typically we meet with our clients to review our proposal and answer any questions, but in this case, that was impossible. Once we received our final proposal, it was obvious we had a better product and a better price point. But how do we sell when we can't be there?
Enter YouTube. After we completed our proposal of the information (as requested, an apples-to-apples version and then our recommendations version), we reduced it to a 5-page document highlighting the need-to-know information and put into a PDF for email to the board.
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