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CSR Sales Accelerator Program

This workshop has been developed to help Customer Service Representatives (CSR’s) in the insurance and financial services field and will help you protect your existing book of business, while tapping the vast reserves of profit that lay hidden just beneath your current marketing efforts and existing customers. This inspiring, multi-week coaching intensive boosts agency profits by teaching CSR’s to reliably up-sell & cross-sell existing accounts and close new inquiries faster and more easily.

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CSR Sales Habit Builder

Tackle the single biggest obstacle to improving CSR sales outcomes: habituating strong sales behaviors.In this live, remotely delivered, program, CSR’s get monthly doses of digestible content (customized to your agency), to immediately cross-sell,up-sell, account-round,and close more business, more confidently.
Plus, owners and managers get private, coach-the coach sessions to ensure implementation. As a result, both the CSR’s and their leaders practice high-gain behaviors with their personal, agency sales coach every month throughout the year without leaving the office.

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Sales Coaching and Consulting

I will help you discover and implement marketing and sales solutions that bring you more profits and pleasure. More importantly, I will help you and your team discover better ways to implementing the solutions and stay accountable.

I will help you discover and implement marketing and sales solutions that bring you more profits and pleasure. More importantly, I will help you and your team discover better ways to implementing the solutions and stay accountable.

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Motivational Speaking and Sales Training

Whether it is a one-hour or one day presentation, or a multi-week seminar series you can count on a lively and educational experience to fit a variety of venues and audiences.

With an engaging and entertaining style I have presented topics ranging from Internet Search Engine Optimization, to Introductory Guerrilla Marketing Concepts, to Sales Training for Non-Sales Professionals, to a 12 week Entrepreneurial Business Planning course.

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