Course curriculum

  • 1

    You’ve got to Re-earn Loyalty

    • This lesson outlines how the market has changed and the change of mindset that is needed by our teams to adopt a truly proactive approach to retention.

  • 2

    When’s the Last Time you Bothered Your Customers

    • This lesson outlines the importance for sales team members to embrace a true “culture of customer service”.

  • 3

    Make Warm Calls not Cold Calls

    • This lesson teaches your sales team how to leverage the “often overlooked” data points available to engage a past customer, even one they didn't personally sell, as a warm lead and to convert them at a higher rate than a “hot digital lead”.

  • 4

    Calling Orphan Customers

    • The lesson shares a 5 step plan to make an effective portfolio call with customers that you haven’t yet met, but who are loyal to your brand.