Taking it to the Next Level

by

Delivering First Class Service to my Clients

or

How I learned to “Get what I want by giving others what they want!”

Define First Class Service: .5 hour

  • Discuss

  • My Goal: Deliver First Class Service to my Clients

· How do I do it?

· Where am I now?

· (suggested metrics)

Time Management Process Workshop 1 hour

  • (Example with group discussion)
  • (Each group member blocks their week)

BREAK 15 Min.

Making Contact Process Workshop 1 hour

  • (2 cycles of 20 minutes each)

Active Listening Workshop 1 hour

  • (tools of active listening handout)
  • (demonstration)
  • (agent:agent work shop)

LUNCH .5 hour

Rapport & Trust Building Workshop 1.5 hours

  • (demonstration )

BREAK 15 Min.

Developing and Executing the Client Plan 1 hour

  • (project 2 examples, group discuss)

What’s In It for Me? 0.5 hour

  • (do the math)

What’s Next? 0.5 hour

Exit Exam 0.5 hour