Training Days
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      2. Client: Retention
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      AppX Retention Live Training Day 1

      Here is an overview of your first onsite training day!

      It's almost here! Your AppX Retention Onsite Live Training Day 1. Your launch party is over and it's time to get to business training your team to make renewal review calls. 

      Here is the agenda for the virtual training day.

      All times are in your time zone.

      The location information is in the calendar invite. 

      Morning Training 

      Make sure the training workbooks are ready for each team member!

      Time Objective Who's Involved  
      8:30 Arrival and set up    
      9:00-10:15 Retention Realities: What is happening in agencies around retention Everyone is welcome! We believe the more the merrier.  
      10:15-10:30 Break    
      10:30-12:00 How Renewal Calls Work: 5 Steps to Renewal Reviews The team who is making the renewal calls & leadership.  
      12:00-1:00

      Working Lunch:

      Sample Renewal Review Call in Agency Performance Pack

      Management System Review

      For management systems where we have a course and guide the team works with leadership on how to use the agency's system with the program. 

      		 The team who is making the renewal calls & leadership.  
      1:00-1:45

      Making virtual renewal reviews: Coach listens in as the team makes and documents renewal reviews

      		 Group 1*  
      1:45-2:00

      Break

      		    
      2:00-2:45

      Making virtual renewal reviews: Coach listens in as the team makes and documents renewal reviews

      		 Group 2*  
      2:45-3:00

      Break

      		    
      3:00-3:45 Making virtual renewal reviews: Coach listens in as the team makes and documents renewal reviews Group 3*  
      3:45-4:00 Break    
      4:00-4:30

      Recap With Management

      • Team Feedback
      • Tips for the 2 week training period
      • 1st Lesson 
      		 Management Team  

      * We will break the team into 3 groups and have them make sample renewal calls together. We recommend keeping the same departments together. 

      Onsite Meeting Tips

      • Make sure to test the technology in advance, we will be bringing our laptop and adapter. We recommend there be a projector and screen/TV
      • Make sure the team knows to get there for 8:45 am to get in and settled
      • Everyone should turn off their email and other distractions