When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with your clients – so that client feels like the only client? On today’s Worlds To Conquer, Jamie shares what steps she takes to train her team, not just when they start, but on a continual basis, so they are constantly learning. She’ll also share the importance of note-taking and how it empowers you and your team.

Recommended Podcast

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

See More

How Relationships Fuel Growth and The Role of Accountability

See More

How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

See More

Contact Us