Week 7
Keep
Going!
Monday
CRM Learning Pathways
Last time we learned about the CRM we got a full overview of how to navigate and utilize the system.
Today we are going to watch a lesson on how to access business information & move it from salesforce in to your Mobile Sales App!
Grab your iPad and follow along with this video as you learn how to navigate the CRM system. You may also want something to take notes with as you'll need to reference back to this knowledge in the future!
*if you are prompted to log in you will use the same credentials as you do for the Mobile App*
Take some time to try that on your own and see what results you get! If you have any questions, ask your training team for help.
Why It's Worth It
Bennett Rustad initially came to Family Heritage because he needed a job and his buddy was building a career here so he thought it'd be fun to work with friends.
His "why" evolved pretty quickly though! Give this audio a listen as you consider your own Why.
Preparing for Tomorrow
Start the week strong by making sure you have a plan!
Grab your Nightly Goal Sheet & get those goals, focuses, and businesses planned out!
When you're done, snap a picture and share it with your training team on Voxer!
Great work! Be sure you have your stats entered on the stats site before calling it a night.
Tuesday
Have you entered your stats on the stats site? Do that now!
Building the Need with Business Owners
Now that you are smack in the middle of your 7th week in the field, you may have noticed that when you're demoing a business owner you hear different objections than when you're demoing an employee. That doesn't mean they are any less of a prospect though!
Listen to this audio to learn how Mitch handles one of the most common objections you might get when protecting business owners, as well as a few best practices!
Take some good notes!
What a great perspective! Take a picture of your notes and be sure to share your top takeaways with your team in voxer
Be sure to complete your Nightly Goal Sheet & send that to your training team too. Great work!
Wednesday
CRM Learning Pathways
Now that you know how to access and utilize prospects from Data Axel - let's cover how to use pins, routes, & layers in the Map feature.
Grab your iPad and follow along with these videos as you learn how to navigate the CRM system. You may also want something to take notes with as you'll need to reference back to this knowledge in the future!
*if you are prompted to log in you will use the same credentials as you do for the Mobile App*
Remember - NOTHING trumps your 2/3 day so we want to avoid cherry picking, but rather use this information to enhance the work you're already doing as you go to the next business on the right.
Preparing for Tomorrow
Time for a little mid-week check in! How are you doing at planning out each day (and then actually following that plan)? If you've been staying consistent with this you know it makes a world of difference! ​
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Grab your Nightly Goal Sheet & get those goals, focuses, and businesses planned out!
When you're done, take a picture and share it with your training team!
Be sure you have your stats entered on the stats site!
Thursday
Have you entered your stats on the stats site?
Asking Better Questions
There are questions built in to your sales conversation that, if we're not careful, it can be easy to treat as a check box. But each question you ask has the potential to move a prospect toward a decision!
Hear from Amber Winfree on asking GOOD questions and the 5 types of questions you'll utilize.
Grab something to take notes & let's go!
What stood out most? Send a picture of your notes to your training team on Voxer & leave a voice memo with it highlighting your biggest takeaway.
Great job so far this week! Be sure you've filled out your Nightly Goal Sheet for tomorrow - Finish Strong!
Friday
Working Through Emotions
If you've found yourself battling emotions, in the field or out of the field, you are a human! Jacob has always been transparent on how he works through his fear and emotions.
Grab something to take some notes, you'll want to take a TON of notes on this part.
What a great way to wrap up the week. Be sure you share your takeaways with your training team on Voxer!
Be sure you have your stats entered on the stats site & have a great weekend!
Weekend
Take some time to rest and recharge this weekend!
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Do something is going to fill your cup so when Monday comes you are working from an overflow.