Workbooks and Guides

Our BDC Success Guide is a tool for you to use to create a customized business development binder. The guide includes Best Practices for Concierge Services, Management Awareness, CRM, and...

Digital Retail Complete Resource PackageAlong with instant digital access, the complete subscription package comes with physical materials for up to 5 Digital Retail Agents plus the full communication guide. Digital...

Step by Step process guide for Internet Process Theory, Response Time, Response Quality and Internet Priority of Calling. Includes Scripting, Messaging and Email Templates throughout Customer Life Cycle.

Using a Workbook Format this guide is a training tool for Sales BDC Staff that covers Fundamental Phone Skills, Steps to an Outbound Call and Setting Appointments. Includes fundamental guidelines...

Understanding a Business Development Center, BDC Structure and Staffing, Total Opportunity Management, Proactive Campaigns, Managed Accountability. Key Performance Indicators Sales & Service, BDC Success Plan.

Comprehensive sales script book that includes scripts and messaging for Inbound & Outbound Sales Calls. Includes Best Practices for Gaining Control of the Conversation, Effective Messaging and Objection Handling.  Contains...

Process guide for Sales People. The guide includes Best Practices for Customer Follow Up, Increasing Customer Contacts and Prospecting, as well as scripting for Inbound & Outbound Sales Calls, Messaging,...

Process guide for Service Advisor. The guide includes Best Practices for Customer Follow Up, Increasing Customer Contacts and Prospecting, as well as scripting for Inbound & Outbound Sales Calls, Messaging,...

Using a Workbook format, this guide is a training tool for Service BDC Staff and covers Understanding a Business Development Center, Key Skills and Expectations, Outbound and Inbound Calls, Effective...

Understanding a Business Development Center, BDC Structure and Staffing, Service Call Process, Proactive Campaigns, Managed Accountability and BDC Success Plan.

Comprehensive service script book that includes scripts and messaging for Inbound & Outbound Service Calls. Includes Effective Messaging, Objection Handling and Building Value in the Service.  Contains scripts for specific...