The Workshop Training Library includes all of our courses for workshop training. Scroll down to see all of the courses included, plus other bulk pricing options. All of these workshop resources can be easily customized: mix and match training topics between courses, add new content, and even re-brand as your own.  Here's what's included with each course:

INSTRUCTOR GUIDE

TRAINING MANUAL

POWER POINT SLIDES

FLIP CHART NOTES

ACTIVITIES AND EXERCISE FILES

QUIZZES AND TESTING

 

Module One: Getting Started

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records

 

IN PERSON SALES OUTLINE:

Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: In-Person Sales
  • Definition
  • Benefits
  • Cost
  • Effectiveness
  • Case Study
  • Module Two: Review Questions
Module Three: Examples of In-Person Sales
  • Sales Call
  • Retail
  • FaceTime
  • Meetings
  • Case Study
  • Module Three: Review Questions
Module Four: Sales Funnel
  • Generate Leads
  • Nurture Leads
  • Acquire Customer Base
  • Expand Customer Base
  • Case Study
  • Module Four: Review Questions
Module Five: Prepare
  • Effective Methods to Generate Leads
  • Know Your Customer
  • Practice Sales Conversation
  • Set Goals
  • Case Study
  • Module Five: Review Questions
Module Six: Presentation
  • Determine Venue
  • Stay on Point
  • Tie the Information to Customer Values
  • Refer to Past Conversations
  • Case Study
  • Module Six: Review Questions
Module Seven: Engage
  • Emotional Intelligence
  • Allow Evaluation
  • Overcome Objections
  • Incentives
  • Case Study
  • Module Seven: Review Questions
Module Eight: Commitment
  • A Verbal “Yes”
  • Maintain Connection
  • Remind Customer of Value
  • Call to Action
  • Case Study
  • Module Eight: Review Questions
Module Nine: Sale
  • It Isn’t Over Till It’s Over
  • Make the Process Easy
  • Close with Exceptional Service
  • Thank and Reward
  • Case Study
  • Module Nine: Review Questions
Module Ten: Loyalty
  • Continuity Programs
  • Special Rewards
  • Handwritten Cards
  • Case Study
  • Module Ten: Review Questions
Module Eleven: Expand
  • Word of Mouth
  • Networking
  • Clubs
  • Case Study
  • Module Eleven: Review Questions
Module Twelve: Wrapping Up
  • Words from the Wise
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations