Vision Meeting

The success of any project highly depends on the commitment of the senior leadership.  The Vision Meeting is a 1-2 hour meeting designed to get everyone on the same page, set clear measurable goals, generate excitement around the vision and plan for this project.  This buy-in and clear vision from the top will give the project long-term traction to generate the behavior changes needed to accomplish the goals and objectives.

Discovery

Customizing training increases receptivity by assuring the content is most relevant to how your people interact with your customers. Activities are based on clarifying your processes, understanding your products and services, terms, identifying top performers, skills gaps and a sense of your overall culture.

Typically done on site, this activities include

• Clarifying success and KPI goals
• Call monitoring
• Group huddle and interviews
• Observe coaching interactions

Content Development

Once we have met the team, listened to a sampling of conversations and identified the top performing behaviors, we then begin developing the customized training material.  This development includes conversation structure and top performing examples specific to the team and how they interact with your customers. Also included will be a job aid or “call flow” that participants can use post training for easy reference. Once delivered the company will own this content and will not be asked to pay for any additional license fees.

Live Delivery

After a thorough content review session with the leadership team, it is time for the Live Event. These Live Events are the opportunity to get the entire team on the same page and speaking a common language quickly. The Live Event delivery is fun, engaging, fast paced and action based. Participants work in groups to answer thought provoking challenging questions and are forced to push their comfort zone through practice. It is strongly recommended that managers and leadership attend and participate whenever possible.

Management Class

With the ability to be a daily influencer, Managers can play the biggest role in making sure that a project like this is wildly successful. Set your teams up for success by assuring that your leadership has the ability and skills to be that positive change and can make an impact with every interaction they have with their sales team. This fundamental coaching class focuses on coaching to the future, how to get people doing more things right then fewer things wrong and how to create even more accountability and performance ownership.

Scheduled 1 on 1 Coaching Sessions

On the platform you will have access to conveniently scheduled and secure 1on1 practice coaching sessions. We know from experience that confidence is the key to new skill adaptation. Get sustainable change quickly with these intense, rigorous, practice based coaching sessions designed to build confidence. Know that practice is going to happen, track your team engagement, and get the people that need more help the help that they need.

Coaching Tracker

The platform will allow users and leadership to track progress and engagement. Review Planning worksheets, listen to recorded demonstrations, or even coaching calls.

Bi-weekly Leadership calls

Use  these touch points to discuss insights, make adjustments, track goals, share best practices and leverage our collective influence.

Monthly Onsite Live Event Sessions

There is nothing more effective than having boots on the ground working with the team members and managers to help them apply the different training elements into their conversations. It is in this step that training programs can become cemented into the teams daily behaviors and culture. Activities can include team huddles, side by side call coaching, contests, performance recognition, and goal setting sessions.