Module One | Database
Wendy Dalgety | Learning.Development@c21affiliated.co Mary Lenz | Learning.Development@c21affiliated.co
Course Instructor
Lesson Overview In this kick-off meeting, we will set out expectations and the commitment required from you to be successful. We will be working with your contacts template and introducing you to our CRM (Customer Relationship Manager) MoxiEngage. We will also be introducing MoxiImpress and creating an announcement for you to share with your SOI.
Preparation
Complete the videos provided in Module 1 Complete courses in Knowledge Management Hub Download a copy of the following resources Jared James CORE 100 Jared James CORE 100 Script Memory Jogger Contact Import Template To be best prepared for the live session, please have the following completed.:
Remarks
Notes
‘A database is a systemized collection of contact that can be easily accessed and organized for speed of search and retrieval for infinite prospecting and marketing activities’
DATABASE
MoxiEngage
‘Your sphere of influence is essentially a list of people. This list could be quite substantial. It consists of all the people who know you, both professionally and unprofessionally, and who may present an opportunity for word of mouth marketing, a referral, or even direct business.’
Memory Jogger CSV Templates SPHERE OF INFLUENCE (SOI)
Follow the links provided in the email to access the course preparation and tasks. You will need access 21Online, MoxiWorks, and the Knowledge Management Hub (KMH). If you cannot access, please contact Learning.Development@c21affiliated.co
LEARNING & DEVELOPMENT | AFFILIATED CORE ACADEMY
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