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ClientBase QuickStart
Training Program
Getting ClientBase Up and Running is as easy as 1, 2, 3, 4, 5 ...

Description:

The QuickStart is an easy to follow, all-inclusive training package for owners/managers to get ClientBase "up and running" in your agency and to maximize its many CRM benefits.

Contents the QuickStart Program:

Introduction for the In-house Trainer with step-by-step instructions on how to use the QuickStart program.

Five packets with complete lesson plans to teach five key areas:

Learning Basic Profile Skills

Setup Recording

Agent Demo Recording

Learning Merge to PNR

Setup Recording

Agent Demo Recording

Updating Marketing Codes

Setup Recording

Agent Demo Recording

Getting Started with Reminders and Res Cards

Setup Recording

Agent Demo Recording

Enhanced Res Card Skills

Setup Recording

Agent Demo Recording

Print out the entire ClientBase QuickStart Training Program here.

In-House Trainer Handouts:

Training Setup & Preparation for each skill packet (including diagrams and all instructions).

Training Content (including agent expectations).

Reporting to monitor and provide agent feedback.

Additional resources for In-House Trainer/Agent.

Additional skill enhancements that can be taught for each packet.

Agent Handouts:

Article on how important learning each skill is for agent and agency?

"Cheat sheet" agent can use to remember steps involved in new skill

Screen snaps for quick graphical reference

Practice exercises

Time:

In-house trainers may want to attend the two-day ClientBase training class and familiarize themselves with training materials and content, and go through "A Day in the Life of an Agent" approach to learning ClientBase. WebEx classes for using QuickStart are also available.

Agents typically spend 30 - 40 minutes in initial familiarization training (first packet), and then 20 - 30 minutes in each of the remaining four training sessions.

Recommended training time is one packet per week for a five week period--average of less than 30 minutes per week course.

If you have any questions or need help with this ClientBase QuickStart program, please e-mail us at training@trams.com.

ClientBase Virtual Training:
Interested in attending a Virtual Basic Training program?
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In the subject, specify: ClientBase Virtual Training