Description
This package includes:
Videos
- Difficult Conversations (36:49)
- Procedures (9:37)
- Workflow (30:11)
- Time Management (10:40)
- XSARUS - Cross-selling Account Rounding (23:03)
WorkSheets
Difficult Conversations:
- Homework for Difficult Conversations
- Steps on difficult conversations: When & How
Procedures:
- Procedure Manual Discrepancies Form
- Procedures Template
- Sample New Renewal Procedures
Time Management:
- Calendar
- Call Status Report
- Time Evaluation
- Time Management Notes
- Time Survey Optional
Workflow:
- Details of the Workflow Program (pdf & word)
- Example for Service Teams
- Workflow Sample for Service Teams
XSARUS - Cross-selling Account Rounding:
- Accident Flyer
- Account Rounding Material Outline
- All On One Page Marketing
- Bringing Value to Your Clients
Scroll below for previews of each video.
Difficult Conversations
Procedures
Workflow
Time Management
XSARUS