What happens on your first Agency Retention Virtual Training
It's almost here! Your Agency Retention 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 training day.
Morning Training
Make sure the training workbooks are ready for each team member!
| Time | Objective | Who's Involved | |
| 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 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 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 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
|
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.