With the toolkit you'll get access to action taking sales tools and guidelines on how to use them.
The Insurance CSR Sales MasterClass Handbook.
The Steady Sales Chart.
The Steady Sales Navigator.
The Steady Sales Log Book.
Masterclass Companion Handbook
Free Inside The Steady Sales Way Toolkit
The Insurance CSR Sales Masterclass Handbook is an invaluable resource complementing the course content for those of us who like to hold things in our hands. With your Steady Sales Toolkit you get the digital version included.
7-minute tour
A step by step walk-through of how to use this goal-setting tool to connect your highest ambitions to what you must to today to achieve them.
4-minute tour
A quick walk-through how to complete each section of the tool so that you can achieve large objectives with multiple components and moving parts.
3-Minute tour
How to accomplish and balance the things that you want to do, must do, why, and what lessons you can carry forward to win the next day.
“Sheldon’s teaching and methods gave our team real world tools that make a real difference. Since we began working with Sheldon we have seen a positive change in both revenue growth and remarketing saves. We highly recommend Sheldon!”
Operations Director Reagan Companies
"Our attendees loved Sheldon’s presentations. His energy and knowledge kept them entertained while they were getting a volume of practical sales education. Thanks much Sheldon for a job well done."
CIC, Executive Vice President PIAW
This Master Class Handbook teaches Insurance CSRs the skills to boost sales results and feel great about selling more while they serve better.
CSRs learn how to cross-sell and up-sell, account round, handle objections, generate more referrals and close new business with greater comfort, confidence, and consistency.
Revenue from organic growth, retention, and policies in force rises alongside a service and sales culture that turns staff into catalysts for improved outcomes in their professional lives.
This Master Class Handbook comprises six, field tested and validated growth lessons that are fun and focused, and includes self-directed worksheets and exercises for practice. The lessons in this handbook are: The Big Five CSR Sales Skills, the Four Habits of Mind, and the Three Hooks that Bind Action to Intention.
Active participants will…
Gain a new level of confidence, comfort and success in how they sell while they serve their customers.
Recognize and erode any limiting beliefs they have about their sales ability, their customer's willingness to buy, and their own capacity to achieve personal and professional goals.
Experience more joy because as revenue grows through their implementation of the lessons, so too will their personal successes outside the office.
An elegant tool designed to connect your highest ambitions to what you must do today. This bi-fold, 11×17 inch worksheet helps you prioritize monthly, quarterly, and yearly goals that directly support your personal mission, vision and destiny.
A snap-shot, action-planning tool to achieve large or complex objectives, over time - from one month to one year. Break big goals into manageable chunks to see major project milestones, obstacles, success factors, objectives and resources in one place.
"The Faintest ink is more powerful than the strongest memory." What do you want to do? What did you say you would do? What did you actually do? And what did you learn from the comparison. Record and reset. Do this week after week after week and you will arrive precisely where you need to be.