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Client Developer: Cross-selling & Client Service


Description

In this course, we will explore the following learning objectives:

• Execute exceptional client service through a deep understanding of your firm and clients
• Establish a cross-selling strategy based on your client’s needs
• Formulate a strategic approach to client communication
• Define the value as it relates to your clients needs though targeted discovery
• Build a process for connecting with clients through LinkedIn
• Define to role service plays in selling, and
• Navigate difficult client relationships through empathy and understanding


If you have any technical questions, please reach out to us at training@inovautus.com. To request module feedback, simply message your coach.

Participants in The Client Developer: Cross-selling & Client Service will receive X hours of CPE credit.

Additional Information:
Prerequisites: None
Who Should Attend: Anyone beginning their sales acquisition journey.
Advance Preparation: None
Program Level: Beginner
Delivery Method: QAS Self-Study
Field of Study: Communications & Marketing

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330.


The CPE Seed is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org

Peer-to-Peer 1: Peer-to-Peer 2: Peer-to-Peer 3: Peer-to-Peer 4: Peer-to-Peer 5: Peer-to-Peer 6: Peer-to-Peer 7: Peer-to-Peer 8: Peer-to-Peer 9:

Content
  • Course Documentation
  • Video: Cross-selling and Client Service Introduction
  • Video: Program Instructions
  • Lesson 1: Cross-selling and Client Service
  • Video 1: The Role of Service in Sales
  • Video 2: Types of Loyalty
  • Review Question 1
  • Review Question 2
  • Video 3: The Five Waves of Trust
  • Discussion - Functional Need vs. Emotional Need (clone)
  • Activity - Your Firm's Ideal Client(s)
  • Activity - Areas of Specialization
  • Activity - Client Loyalty
Completion rules
  • All units must be completed
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