- Input New Leads (including correct categorizations)
- New Lead Management
- Efficient Phoning
- Appointment Setting (and editing)
- Editing Candidates
- Task Creation and Management
- Dashboard Management
- Tear sheet Optimization
- Creation of Nominators, Events and Organizations
- Internal (FR/Staff/Leadership) and External (COI/Candidate) Referral Management
- Inputting and Updating Goals
- Note and Appointment Template Utilization
- Candidate List Filtering
- Day to Day Scenario Role Play
Part Three (3-4 weeks after initial training)
- Reporting (Daily, Weekly, Monthly)
- Quietfile Management
- **Data Clean-up as needed
The initial session will be 4 hour group session followed by a 30 minute individual session to be scheduled at a later time.
There will also be an additional group session at the end of the month to ensure reporting accuracy, daily habits implementation, and answer any remaining questions.
*Total Training Time per participant is 6.5 hours.