Team Training

This option is for practices that are looking to provide a unique lunch and learn 90-min online group training session with follow up implementation coaching. 

 

Training Options:

  • Core Values 
    • Part 1 - Defining the values
    • Part 2 - Clarifying values and stakeholders
  • Telephone Skills
    • Part 1 - Price Shoppers
    • Part 2 - Advice Shoppers
  • Consults - Structure and Flow
  • Time management
  • Working/Communication Styles
  • Customer Service
  • Difficult Clients
  • Standards of Care
  • Other - suggest a topic

 

What's Included in a Team Training:

  • 1 x Understanding meeting to discuss details of the objectives and outcomes 
  • 1 x 90-min virtual team training 
  • 1 x Follow-up meeting to discuss next steps and help with any implementation questions
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