AppX Retention Virtual Training Day 1

What happens on your first AppX Retention Virtual Training

It's almost here! Your AppX Retention Virtual 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 virtual meeting information is in each calendar invite. 

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 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. 

Virtual Meeting Tips

  • Make sure to test the meeting technology in advance
  • Have everyone on camera either via smart phone, web cam or computer
  • We want to keep people off of mute so everyone can participate
  • Everyone should turn off their email and other distractions 
  • If meeting together in a conference room sound can be an issue make sure the conference calling sound is functional