How should staff verify details with a potential member before a sale?

Using the Contact Log is the most effective way for staff to verify details with a potential member before a sale because it ensures that all relevant information is documented and accessible for reference. The Contact Log contains important historical data regarding previous interactions with the member, including their interests, questions, and any specific needs they've expressed. This tool helps maintain consistency in communication, allows for personalized follow-ups, and supports decision-making based on the potential member’s unique context and preferences.

While casual conversation can help establish rapport, it does not provide a reliable method for tracking important details that need to be confirmed. Prepared scripts may lack the flexibility required to address the individual concerns or queries a potential member might have, making them less effective in ensuring accurate information exchange. Additionally, relying on word of mouth is not a structured or professional method to verify details, potentially leading to misinformation and misunderstandings. Therefore, the Contact Log is the most systematic and thorough approach to ensure all member-related information is carefully verified and documented prior to a sale.