Account Management
1. Point of Entry Principle for a new account - Google Survey setup "Setting up an account, 'Point Of Entry' is so very important that it's done right. We want to create a RAVING FAN experience in getting started. This training session gives the foundation for either following a plan that is in place OR how to build your own plan/system. Also covered in this powerful training session is how to find the right google survey for a client, how to "Make Copy," modify, etc. Also covered is how to take a system you are building and put that into a system which would be sold globally."
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| 2. Setting up the account right the first time |
| 3. Managing the account to excellence |
| 4. Leveraging LinkedIn for referrals a. The full deep lesson and science behind doing it. b. Mark Boersma actually showing us how it's done. |
| 5. 7 Levels for Client/Relationship For Life a. Sending Relationship Building Newsletter [Box 11] b. Obtain B2B and B2C Referrals |
| 6. Talking on the phone to people to schedule appointments |
| 7. Creating SOP's - Standard Operating Procedures + GREAT Core Lessons |
| 8. 44 Hr Project Training Lesson pt1 b. 44 Hr Project Training Lesson pt2 |
Back to Become VA - Back to Setting Foundation