Affinitiv Learning Modules → Affinitiv Sales Approach

Client Planning and Preparation (22_CPP)


Description
Upon completion of this eLearning, Affinitiv client facing team members will be able to employ the client planning and preparation worksheet prior to every client meeting, including creating an agenda complete with attendees, timing and specific topics, establishing goals, objectives, follow-up plan, performing research, and identifying necessary meeting resources.
Content
  • Client Planning & Preparation eLearning
  • Client Planning and Preparation Training Application
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year