This course outlines the System #1 method, i.e. standardized touchpoints that follow the initial point of contact with a new prospect. It provides professionals with strategies to approach the first meeting with a new prospect to create a foundation for relationship building. At the end of this course, professionals understand the importance of the first point of contact, how to leverage CRM tools,and develop a series of targeted touches that must be completed in the first 3 to 7 days to produce meaningful results.
What You Will Learn
Leverage CRM tools
Importance of First Point of Contact
Data Collection Methods
Series of Targeted Touchpoints
What You Can Expect
Lessons that include a series of topics
Series of topics to be completed before moving to next lesson
Email notifications when next lessons are accessible
Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion
Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.