Next Level Academy Top 10 Sales Secrets eBook Course

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 Module One: Getting Started

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records



Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: Effective Traits
  • Assertiveness
  • Emotional Intelligence
  • Solve Problems
  • Close
  • Case Study
  • Module Two: Review Questions
Module Three: Know Clients
  • Research
  • Customer Values
  • Customer Needs
  • Anticipate Needs
  • Case Study
  • Module Three: Review Questions
Module Four: Product
  • Know Your Product
  • Believe in the Company/Product
  • Be Enthusiastic
  • Link Product to Customer’s Values
  • Case Study
  • Module Four: Review Questions
Module Five: Leads
  • Sift Leads
  • Time vs. Cost of Pursuing Leads
  • Let Go of Leads Going Nowhere
  • Focus on Positive Leads
  • Case Study
  • Module Five: Review Questions
Module Six: Authority
  • Develop Expertise
  • Know Your Competition
  • Continue Education
  • Solve Customer Problems Using Authority
  • Case Study
  • Module Six: Review Questions
                                                                                    Module Seven: Build Trust
                                                                                    • Testimonials
                                                                                    • Be Transparent
                                                                                    • Be Genuine
                                                                                    • Take on Customers’ Point of View
                                                                                    • Case Study
                                                                                    • Module Seven: Review Questions
                                                                                    Module Eight: Relationships
                                                                                    • Listen Actively
                                                                                    • Communicate Often
                                                                                    • Rewards
                                                                                    • Build New Relationships
                                                                                    • Case Study
                                                                                    • Module Eight: Review Questions
                                                                                    Module Nine: Communication
                                                                                    • Be Prepared, Not Scripted
                                                                                    • Use Humor
                                                                                    • Be Yourself
                                                                                    • Thank and Reward
                                                                                    • Case Study
                                                                                    • Module Nine: Review Questions
                                                                                    Module Ten: Self-Motivation
                                                                                    • Value Your Work
                                                                                    • Reward Achievements
                                                                                    • Focus on Success
                                                                                    • Do Not Procrastinate
                                                                                    • Case Study
                                                                                    • Module Ten: Review Questions
                                                                                    Module Eleven: Goals
                                                                                    • SMART Goals
                                                                                    • Long-Term Goals
                                                                                    • Short-Term Goals
                                                                                    • Track and Modify
                                                                                    • Case Study
                                                                                    • Module Eleven: Review Questions
                                                                                    Module Twelve: Wrapping Up
                                                                                    • Words from the Wise
                                                                                    • Review of Parking Lot
                                                                                    • Lessons Learned
                                                                                    • Completion of Action Plans and Evaluations