About This Training Program

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, professionalunderstand 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

  • Relationship Building  
  • Leverage CRM tools 
  • Importance of First Point of Contact 
  • Data Collection Methods 
  • Series of Targeted Touchpoints 

What You Can Expect

  • Self-paced course 
  • 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.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course