DAY 7
Daily Drill Down
Address any concerns or questions you may have from the day before
TSU Free Video: “Making the First Sale” (System Short: 3:00 minutes)
Quiz: Define the Five Elements of an Effective Presentation. If needed, re-watch “Your Pre -need Presentation – The Five Elements” (System Short: 4:24 minutes)
TSU Classroom Video : “Deed or Certificate Delivery”
Discuss with your sales manager what you learned about the value of lead generating sources.
Role Play o bjections to setting an appointment
Live Prospecting: Today you and your sales manager will discuss the area and/or type of prospecting that may be the most challenging for you. He or she will coach you regarding this method, then you will conduct live prospecting to use the new skills or understanding you gained from your coaching session.
LeadTrak: Enter leads, prospects and/or appointments into LeadTrak
Q & A: Ask any questions for clarification or a better understanding of the concepts and materials covered today, if needed.
Notes: ________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________
Initials Signifying Completion:
Date
Trainee
Sales Manager
10 | P a g e
© THE SYSTEM | INITIAL TRAINING SCHEDULE. VITAL SKILLS FOR SALES SUCCESS IN 20 DAYS
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