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Effective Renewal Calls

This multimedia course comes in two distinct versions:

  1. Single User Self-study Format
  2. Facilitator Edition for Training & Development

Both are designed for staff who need to make more effective renewal calls. By effective we mean that they will take the call beyond simply asking the client what they want to do. They will first try to secure an appointment, and if that cannot be accomplished, they will go through a sales process  that not only attempts to retain the business, but to also explore for additional needs. While the examples use for this training are for an investment renewal call, the concepts can be easily extrapolated for mortgage renewals.

All pricing listed below is in Canadian dollars.

Course Description Duration Learn More

Single User

This single user, multimedia course is for those who want to make more effective renewal calls. By effective we mean that they will take the call beyond simply asking the client what they want to do.

50 Minutes

90 Day Access

 

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Facilitator Edition

This multi-licence version is perfect for a company’s internal trainer that wants to facilitate the course with a larger group. A administrative login gives the facilitator access to the course for 1 year where they can train an unlimited number of participants*. This course is designed to be facilitated with a series of breakout exercises that are clearly laid out in the trainer’s Facilitation Guide. What’s included?

  • Video Train-the-Trainer
  • Facilitator guide
  • Manual for participants
  • Sample scripts
  • Coaching Ideas

*Unlimited participants for the length of the subscription provided they are employees of the company that purchases the course. This course does NOT provide licence for a facilitator to charge participants for this training.

With exercises, 2 hours (depending on scope of discussions)

1 Year Access

Unlimited Participants*

 

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