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Discussion Partner Accelerator

TROY

Discussion Partner Accelerator

Experience transformation in your business with the Discussion Partner Accelerator video series. Strengthen client relationships, establish your authority, and drive exponential growth with actionable strategies tailored for today’s competitive market. […]

Course Outline

  • Welcome
    • Welcome & Download
  • Module 1: Developing a Strategy
    • Introduction: Becoming a Discussion Partner
    • Session 1: Getting a Grip on Time
    • Session 2: Staying Focused
    • Session 3: The Importance of Strategy
    • Session 4: Goal Setting
    • Session 5: Be a Student of Your Business
    • Session 6: Be Busy Being Born
  • Module 2: Your Customer Comes First
    • Introduction: Your Customer at The Center
    • Session 1: Four Segments of Clientele
    • Session 2: What’s Your Zone
    • Session 3: Transform Your Service Capabilities
    • Session 4: Quantum Leaps in Technology
    • Session 5: The One With The Most Information Wins
    • Session 6: A Product Spectrum
    • Session 7: Concierge Service
  • Module 3: Expertise Partners
    • Introduction: Why Does Specialization Matter?
    • Lesson 1: Why Specialization Works
    • Session 2: Creating an Organizational Chart
    • Session 3: Selecting Your First Specialty
    • Lesson 4: Hiring Profit Centers
    • Lesson 5: Communication is Crucial
    • Lesson 6: Making the Change
  • Module 4: Power Positioning
    • Introduction: The Purpose of Power Positioning Part 1
    • Introduction: The Purpose of Power Positioning Part 2
    • Lesson 1: The Agency Contact Representative
    • Lesson 2: Make Them Come to You
    • Lesson 3: Your Review Program
    • Lesson 4: A Right-to-the-Point Approach
    • Lesson 5: Who is Your Market
    • Lesson 6: Make It Simple
  •  Module 5: Marketing and Lead Development
    • Introduction: The Importance of Lead Generation Part 1
    • Introduction: The Importance of Lead Generation Part 2
    • Session 1: The Self-Generated Lead
    • Session 2: Third-Party Sourcing
    • Session 3: Giving and Receiving
    • Session 4: Social Marketing Tactics
    • Session 5: Maintaining Top-of-Mind Status
    • Session 6: Staff and Lead Development
    • Session 7: Systems and Assessments
    • BONUS: Affinity Marketing
  • Module 6: The Customer Journey
    • Introduction: The Customer Journey
    • Session 1: The First Contact
    • Session 2: Closing on the First Call
    • Session 3: Quoting Tactics
    • Session 4: Bundling
    • Session 5: The Package Presentation
    • Session 6: A Proper Needs Assessment
    • BONUS: Effective Workflows
  • Module 7: Closing and Follow-Up
    • Introduction: Closing and Follow-Up
    • Session 1: Knowing When to Close
    • Session 2: Seven Touch Points a Year
    • Session 3: Great Claims Experiences
    • Session 4: Benchmark Everything
    • Session 5: Selling Skills
    • Session 6: What Needs to Happen Next?
    • Session 7: Under One Roof
  • Module 8: A New Normal
    • Introduction:: You Need a Roadmap
    • Session 1: Be Prepared
    • Session 2: Have a Vision
    • Session 3: Staff Development
    • Session 4: Retooling Your Database
    • Session 5: Client Retention
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