Services
Sales Management Training
Conversation Practice Studio
Sales Management Training
The first order of business in a Next Step Sales Management campaign is to get all levels of your Sales Operation working and communicating clearly with a Common Language of Sales. We help you configure your CRM system to incorporate the Common Language and track activities and outcomes across key performance areas.
After we work with leaders, we train sales teams in a workshop setting.
Sales Team Coaching
Conversation Practice Studio
Sales Management Training
Our coaches are experienced senior living professionals who demonstrate through coaching how to keep a team focused on the essentials and to grow in their proficiency. In a series of six weekly sessions, your coach will help you quickly identify performance gaps and point you to resources and techniques to address those gaps through Plans of Action each week.
Next Step Board Reporting
Conversation Practice Studio
Conversation Practice Studio
Our Next Step Board application pulls data directly from your CRM system to display your Sales Pipeline, your Active Prospects and your Sales Forecast clearly and accurately. This tool allows leaders to assess teams at a glance, and allows sales counselors to "self-correct" throughout the week. Because all information is updated hourly from your CRM, you can expect full reporting compliance.
Conversation Practice Studio
Conversation Practice Studio
Conversation Practice Studio
Our AI-driven Practice Studio is a perfect way to sharpen skills and onboard Sales Counselors. Use the Studio the way a baseball player uses their batting cage--a way to practice in a controlled environment, with objective, measurable and actionable feedback. Portfolios can have a custom studio with their particular branding and product lines, or you can simply enroll in our common studio.
Selling Skills Workshops
Selling Skills Workshops
Selling Skills Workshops
As our clients grow and bring on new Sales Counselors, Executive Directors or Sales Leaders, we offer onboarding sessions and workshops to accelerate getting up to speed. Attending a workshop is a great way to get clarity on your role, responsibilities, and a path to proficiency in a fun setting with peers. Workshops are quarterly, so any new hire can attend one within 90 days of starting.
Advanced Workshops
Selling Skills Workshops
Selling Skills Workshops
Our curriculum is constantly evolving and our clients remain engaged with us through advanced, or specialty-based workshops. With topic-based workshops like Advanced Discovery and Overcoming Objections, or Building Your Reciprocal Referral Network, your team can continue to grow and hone their skills. We also offer specific workshops for Executive Directors and Sales Leaders.
Specialty Webinars
Selling Skills Workshops
Mystery Shop Assessments
We offer specialty webinars on a wide range of topics, from conducting difficult conversations to using storytelling techniques or finding your community's Points of Difference. Webinars have become an important tool to prepare for in-person training or to give a team a refresher from afar. Custom webinars can be stored in your Learning Center for future use by your team.
Mystery Shop Assessments
Selling Skills Workshops
Mystery Shop Assessments
Our clients get ongoing support with scored mystery shops geared to showcase their new skills and celebrate growth. Shops are conducted, scored, and most importantly, include coach's notes with suggestions for improvement. With options for online inquiry, community phone inquiry or in-person shops, your team can get a clear and unbiased measure of their improvement over time.