AppX Sales Training Day Agenda

Here is an outline for our ideal training day

Preferred Agenda

While every agency can have slight variations, here is our preferred agenda for the day

8:30-9:00

Performance Consultant arrives, gets set up and meets with agency leadership on last-minute details

9:00-10:30

Training: Current State of The Consumer & Sales

10:30-10:45

Break

10:45-11:00

Training: Review of Agency’s Sales Metrics 

11:00-12:30

Training: Ideal Agency Sales Process

12:30-1:15

Team Lunch: Discussion and Confirmation of Incentive Plan

1:15-1:30

Break

1:30-4:00

Group Sales Showdown: Role Playing the Process

4:00-4:30

Recap with Management

  • Confirm Bi-Weekly Calls 
  • Sending Reports for Processing
  • Second Training Day 
  • Incentive Program Plans
  • Review Videos

Who Should Be in the Training

  • Anyone who has a sales role within the agency  
  • Sales support staff should be in the meeting until 11:00