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Thinking Outside of the Box

Objective: Remind the team that they need to be constantly improving their skills and getting creative at new ways to serve their clients.

Topic:   Thinking Outside of the Box


Successful Habit Analysis

Review the selling habits that will increase the team’s odds for success.
Conduct a self analysis on areas of strength and weakness.

Materials:        Flip Chart, Markers
Time Needed:    20 Minutes
SME 0909-02

Introduction – (1 Minute)


Starting Conversations on Missed Opportunities

Help the team start conversations with clients where they feel they have missed an opportunity previously.

Materials: Flip Chart, Markers
Time Needed: 5 Minutes Preparation; 26 Minutes for Meeting
SME 0508-02

Preparation – (5 Minutes)


Plan for the New Year

Develop activity and coaching goals with your team for the calendar year.

Materials: Flip Chart, Markers
Time Needed: 25 Minutes

Preparation – (5 minutes)


Easy Exits

Explore ways to put the customer at ease so they will listen to our product presentation when they start to display sales resistance and seem to be in a hurry to exit.