Lifetime gifting B2B sales
Lifetime gifting B2B sales | referral partners developed
Demand for lifetime gifting and inheritance advice keeps growing, yet partner development rests on individual relationships and the lead time to instruction is long. Sales Studio AKAMEDIA delivers strategy, research, targeting, calling, appointments and closing as one service. Scripts use the practitioner's own vocabulary, annual exemption gifting, settlement at inheritance and tax filing, to reach partners and branch managers. One STANDARD PLAN engagement generated 135 leads in a single month.
基本情報
■For: end-of-life planning and inheritance / lifetime gifting support ■Scope: strategy, research, targeting, lead gen, calling, appointments, closing ■Volume (monthly, ex tax): MINIMUM 500,000 JPY 2-3 staff, 1,000-1,500 approaches, 400-700 calls and 10-25 appointments; STANDARD 980,000 JPY, GROWTH 1,800,000 JPY, ENTERPRISE quoted ■Team: 50+ hand-picked professionals, start in as little as 3 days after contract ■Contract: 3-month minimum, auto-renewing / NDA available / monthly report
価格情報
MINIMUM PLAN 500,000 JPY / STANDARD PLAN 980,000 JPY / GROWTH PLAN 1,800,000 JPY (per month, excluding tax) / ENTERPRISE PLAN quoted individually. 3-month minimum term, auto-renewing.
納期
型番・ブランド名
SSA-EN-0540
用途／実績例
・When you want referral ties built with tax and scrivener practices ・When you want wealth succession teams at trust banks approached ・When you want joint inheritance desks proposed to estate agents ・When you want co-hosted seminars with agents and planning firms ・When you want a corporate referral list designed and called ・When you want joint planning work with funeral and cemetery firms ・When you want study sessions proposed to chambers of commerce
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取り扱い会社
アカメディアは、「クリエイティブ × テクノロジー」を柱に、 各領域の専門アソシエイツが集うプロフェッショナル集団です。 商品やサービスの企画・制作から発信まで一貫して手がけ、 未来型の価値体験を日本から届けています。