- Partner Call Plan
- Partner Call Diagnostic
- Partner Call Observation Guide
- Partner Calls Job Aid
- Partner Calls Coaching Job Aid
Audience:
- Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Wealth and Investment Consultants, Branch Managers, Mortgage Consultants, and others that prospect to targeted businesses
Time Frame:
- One-day classroom module
Prerequisites:
- Discovery Calls, scheduled approximately 30 days prior to this session