FIRST SUCCESS ORIENTATION

ABOUT THIS SESSION
This quick-start overview will help you get dialing as soon as possible.
••• Overview of the Quick Launch Menu to launch the dialer, request leads, find answers, and much more.

••• Get you started in the CRM Dialer and activity goals.

Downloadable Resources:
TIC-SHEET.pdf
QUICK START INFORMATION.pdf

BEFORE SCHEDULING YOUR 2ND ORIENTATION
Your next step is to put what you've learned into action.

Before your 2nd Orientation, we recommend completing 500 dials using the TruPowur CRM Dialer.

Please schedule your 2nd Orientation a few days out to give yourself enough time to complete this activity beforehand.

WHY 500 DIALS?
The purpose isn't simply to hit a number — it's to give you enough real-world experience to identify what's working and where we can help you improve.

With meaningful call activity completed, we'll be able to review your results together and provide specific coaching on areas such as:

••• Your opening and approach

••• Getting past gatekeepers

••• Your conversations with decision-makers

••• Handling common questions and objections

••• Requesting utility bills and moving prospects forward

••• Follow-up opportunities

••• Areas where small adjustments could produce better results

Your 2nd Orientation is designed to be a coaching and optimization session, not another introduction to the system.

The more activity you complete beforehand, the more meaningful and productive our time together can be.

YOUR GOAL BEFORE THE MEETING?
Complete 500 dials (one week with an average of 100 dials per day).

Then we'll review your activity together, identify where adjustments may help, and provide specific coaching designed to help you:

Gain Better Traction → Improve Your Conversations → Generate Stronger Results

READY TO SCHEDULE YOUR 2ND ORIENTATION?
Schedule your meeting a week out so you'll have enough time to complete your dialing activity first.

CLICK HERE TO BOOK YOUR MEETING

When scheduling, please enter "Second Orientation" in the Reason field.

IMPORTANT

This meeting will be conducted via Zoom.

Please join from a computer or laptop. Not a mobile device so we can properly review your CRM activity, calls, materials, and next steps together.

Our goal is simple:

Get you into action, identify what's working, improve what's not, and help you begin generating customers and revenue-producing activity as quickly as possible.