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The effectiveness of the program can be measured by:
- Continued growth in sales without a subsequent increase in staff.
- Improved retention, product loyalty, and satisfaction of existing agents and their clients without a subsequent increase in staff.
- Integration of marketing, sales, and service activity for maximum market impact.
- Increased market visibility and differentiation for all new and existing product lines.
- Increased efficiency and clearly defined accountability for all sales and service activity.
- Creation and implementation of cost effective agency management initiatives that identify, engage and educate desirable producers and their key accounts.
Additional Benefits & Advantages:
- Provides each team with an activity management and accountability system.
- Creates a down-line process to implement channel marketing strategies for new product introduction, cross-selling opportunities, service initiatives, and agency management /evaluation criteria.
- Provides motivational “shot-in-the-arm” and coaching for all team members.
- Streamlines team communications and firmly establishes team objectives, expectations, and activities.
- Provides workflow suggestions and implementation assistance. Assists the management team to coach, support, and train a team-driven, synergistic group.
- Provides recommendations and unbiased evaluations of all personnel.
Reassurance that team business and activity plans are adhered to and harmonize with corporate objectives.
Facilitation Plan:
We facilitate the program in three monthly sessions. Each session is designed to be energetic, interactive, entertaining, unpredictable, and highly effective.
Although the participant population is different for each client, we suggest limiting class size to 20 participants in order to promote interaction, allow for role-playing, and facilitate group activities. This limitation may require the addition of a second class to accommodate a larger participant population. Either way, the facilitation plan will closely resemble the following:
We will add a “client only” private forum to our online coaching center and assign each participant a username and password. The forum will be used by participants in our general session to continue their program online, work with a coach, get help, trade ideas, share information, ask questions, get clarification, and stay in touch with us in between sessions. Each participant will be sent a pre-work assignment that includes logging on to the Forum and completing an exercise.
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