Executive Sales Director Roles Training
Step 1.
How To Set Up Your Scheduling Site The Correct Way
Learn how to create, build and manage a scheduling tool for your credit consultations.
Scheduling Website
calendly.com/
calendly.com/
Step 2.
How To Conduct a Credit Consultation
Learn exactly what to say during a consultation and how to close a client after the consultation.
Create realistic expectation during this call without setting the company to under deliver, based on your promises.
Lead with these questions!
1. What are your credit goals?
2. What negatives items do you have?
3. What was your credit score the last time you checked?
4. What are your expectations from us?
5. What time frame are you giving us to help you reach those goals?
Create realistic expectation during this call without setting the company to under deliver, based on your promises.
Lead with these questions!
1. What are your credit goals?
2. What negatives items do you have?
3. What was your credit score the last time you checked?
4. What are your expectations from us?
5. What time frame are you giving us to help you reach those goals?
| generational_credit__credit_analysis_report_.pdf |
Step 3.
How To On-Board The New Client Into Our Company's Software
Company's Software Website
app.creditrepaircloud.com/login
Username: executivedirector@generationalcredit.com
Password: Generational01
app.creditrepaircloud.com/login
Username: executivedirector@generationalcredit.com
Password: Generational01
Step 4.
Enrolling Your Client For Smart Credit
Website
www.smartcredit.com/?PID=51247
Sponsor Code:
FTMP4VXUMP
*This is where you will get your info for your monthly credit counseling. This is FUN STUFF!