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TBT RVPT 12/24/2020 - Coggle Diagram
TBT RVPT 12/24/2020
Vision
JC & Kira limit touches directly to clients in Lead Generation times & Appointments (Schedule follow-up)
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Improve our standards, accountability, improve client experience through our team.
Create a play book (manual), videos, assessment, checklist (30-60-90) for all departments, compassion month
Team
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Sales team needs steps to convert, and tools, and training
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Demonstrate value proposition to team. Helping them become 1st - successful, 2nd - financially independent, 3rd - leaders
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Productivity
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Client, Recruiting, and Trainning: is Documenttations, Manuals, Quizzes, Videos, Schedulue
Focus on outsourcing areas we lack expertise, Marketing, HRM, etc
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Sales Team Accountability: LG Tracker, 4-1-1, Big Why, 7 wheels grades), schedule meeting