Porsche Norris
Porsche Norris
ICE BREAKER Give the advisor a little details of who I am personally; give them something to connect
with. Brief history about my path here at 24-7 Intouch Remind myself not to talk too much.
The Advisor Ask the advisor a little about themselves personally, get a feel for who they are. What is their learning style to help figure out how to present new concepts/skills. Helps me put a name to the face faster by learning interesting facts about my advisor’s.
Culture!!! Ask the advisor to pick a “thing” that speaks to them. Then have them elaborate as to “why?” Pick your favorite “thing” and elaborate to the advisor as to “why?” Happiness is an attitude.
Our Client
Let the Advisor know why we are here. “We are making Home Owner’s dreams come true one connection at a time.” - Cody Huneycutt. Command aka “Big Mama”
OUR PATH
How we find the Advisor’s Buy - In Success Driven. How do they expect to get there. ( what can you do to ensure this happens. )
The Path Begins
Sign Their commitment just like they would on the S.M.A.R.T. Coaching form.
M’lynn Davies 8/31/2017 QA: 46% XSell: 8% Conversion: 55% NPS: 86%
After her first couple of weeks out of ABAY M’lynn was nearly reaching all of her KPIs. An expected struggle for Xsells, but excited to see the score reflected that she was trying. Quality was our problem area.
Coaching Notes 8/31/2017 `
Immediately after our coaching I had M’lynn paired with another agent, who happened to have great scores in both QA and Xsell. Next Morning She receives he coaching notes in her inbox and creates her own reminder notes for her desktop. ( Self Motivation). I continue to follow up throughout the week to ensure we are still on the right path or do we need to change the game plan.
2017
ICE BREAKER Give the advisor a little details of who I am personally; give them something to connect
with. Brief history about my path here at 24-7 Intouch Remind myself not to talk too much.
The Advisor Ask the advisor a little about themselves personally, get a feel for who they are. What is their learning style to help figure out how to present new concepts/skills. Helps me put a name to the face faster by learning interesting facts about my advisor’s.
Culture!!! Ask the advisor to pick a “thing” that speaks to them. Then have them elaborate as to “why?” Pick your favorite “thing” and elaborate to the advisor as to “why?” Happiness is an attitude.
Our Client
Let the Advisor know why we are here. “We are making Home Owner’s dreams come true one connection at a time.” - Cody Huneycutt. Command aka “Big Mama”
OUR PATH
How we find the Advisor’s Buy - In Success Driven. How do they expect to get there. ( what can you do to ensure this happens. )
The Path Begins
Sign Their commitment just like they would on the S.M.A.R.T. Coaching form.
M’lynn Davies 8/31/2017 QA: 46% XSell: 8% Conversion: 55% NPS: 86%
After her first couple of weeks out of ABAY M’lynn was nearly reaching all of her KPIs. An expected struggle for Xsells, but excited to see the score reflected that she was trying. Quality was our problem area.
Coaching Notes 8/31/2017 `
Immediately after our coaching I had M’lynn paired with another agent, who happened to have great scores in both QA and Xsell. Next Morning She receives he coaching notes in her inbox and creates her own reminder notes for her desktop. ( Self Motivation). I continue to follow up throughout the week to ensure we are still on the right path or do we need to change the game plan.
2017
