Client Experience
The purpose of the Operations Training – Client Experience exercise is the understand each person’s role in delivering the company client experience.
Communication Skills
The purpose of the Operations Training – Communication Skills exercise is to improve the communication skills and abilities of service personnel. Overall objective is to provide awareness of personal responsibility of communications as well as give tools to help with better communication.
Cross Selling Inside the Line of Business
The Operations Training – Cross Selling Inside the Line of Business resource is designed to help you discover the importance of how cross selling inside the line of business contributes to a Growth Culture and improves your Retention.
Handling Tough Client Situations
Our business has circumstances that cause us to have tough conversations or deal with tough situations. The purpose of the Operations Training – Handling Tough Client Situations exercise is to give ideas and attitudes to be able to handle “tough situations”.
Listening Skills
The purpose of the Operations Training – Listening Skills exercise is to improve listening skills with clients and teammates.
Managing Producer Behaviors and Expectations
Managing Producer Behaviors and Expectations is a tool to map out Producer and Account Manager relationship behaviors and expectations.
Non Verbal Communication Skills
The purpose of the Operations Training – Non Verbal Communication Skills exercise is to create awareness of non-verbal communications in the workplace and what impact it has. Recognize ways to improve all communications through proactive use of non-verbal techniques.
Organizing & Prioritizing
The Operations Training – Organization & Prioritizing tool is designed to help Operations leaders properly organize and prioritize their tasks. This training document should be used in conjunction with the Time Maximization Tools.
Personal Brand
The purpose of the Operations Training – Personal Brand exercise is to help understand personal branding and to create clarity about each person’s personal brand.
Presentation Skills
The purpose of the Operations Training – Presentation Skills exercise is to effectively present an idea or product to a client or colleague.
Proactive vs. Reactive
The purpose of the Operations Training – Proactive vs. Reactive exercise is to identify the Proactive vs. Reactive models of servicing clients and understand the value of being proactive.
Problem Solving
The purpose of the Operations Training – Problem Solving exercise is to learn the ability to solve problems and make decisions based on consequences of those decisions.
This training is supported by the Consequence Worksheet.
Professionalism
The purpose of the Operations Training – Professionalism exercise is to define and clarify how service and operations staff can increase their level of professionalism. The overall objective is to provide awareness of how to provide the type of professional service that is desired by your clients and fellow staff members.
Results versus Activities
The Operations Training – Results versus Activities resource is designed to train service personnel to focus on the RESULT of a task – not just completing an ACTIVITY.
Team Synergy
The purpose of the Operations Training – Team Synergy exercise is to improve the synergy of a team that works closely together on a day-to-day basis. The overall objective is to provide awareness of individual’s strengths so that they are focusing on highest and best use of each other’s talent.
Teamwork
The purpose of the Operations Training – Teamwork exercise is to realize the power of teams over individuals.
Understanding ME & Being the Best I Can Be!
The purpose of the Operations Training – Understanding ME & Being the Best I Can Be! tool is to understand yourself and how you can maximize your strengths and natural talents in your role and daily life.
Understanding What Clients Really Need
The purpose of the Operations Training – Understanding What Clients Really Need exercise is to gain clarity of what is on the mind of a buyer and what they are really looking for when they are engaging with someone who sells them a product or service.
Your Outlook: Managing My Approach to Work
The Operations Training – Your Outlook: Managing My Approach to Work tool is designed to reflect on your outlook/approach to work and professional brand attributes.