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, professionals understand the importance of the first point of contact, how to leverage CRM tools, and develop a touches that must be completed in the first 3 to 7 days to produce meaningful results. Â
What You Will Learn
- Relationship Building Â
- Leverage CRM toolsÂ
- Importance of First Point of ContactÂ
- Data Collection MethodsÂ
- Series of Targeted TouchpointsÂ
What You Can Expect
- Self-paced courseÂ
- Lessons that include a series of topicsÂ
- Series of topics to be completed before moving to next lessonÂ
- Email notifications when next lessons are accessibleÂ
- Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion Â