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Course Curriculum

  • 1

    Part 5: Customer Service - Overview

    • Part 5: Customer Service - Overview

    • Customer Service - Overview 2025
  • 2

    Call Script - New Client Consultation

    • New Client Lesson - Overview 2025

    • Call Script - New Client Consultation - Pt. 1

    • Call Script - New Client Consultation - Pt. 2

    • Sample Call - New Client Consultation Audio

    • Sample Call - New Client Consultation w/ Tools

    • Call Flow - New Client Consultation - 2025

    • Sample Call - New Client Consultation - 2025

    • New Client - Call Flow - 2025

    • Sample Call - New Client Call Flow

    • Sample Call - Post-Call Actions

    • Pop Quiz - New Client Consultation (Must pass with 100% to proceed)
  • 3

    Call Script - Existing Client Consultation

    • Existing Client Consultation - Overview 2025

    • Call Script - 60 Day Consultation

    • Sample Call - 60 Day Consultation - Audio

    • Sample Call - 60 Day Consultation w/ Tools

    • Sample Call - 60 Day Consultation - Difficult Customer

    • Pop Quiz - 60 Day Consultation (Must pass with 100% to proceed)
  • 4

    One Time Credit Consultation

    • One Time Credit Consultation - Call Script Overview

    • Sample Call - One Time Credit Consultation

    • One Time Consult - Call Flow

    • Pop Quiz - (One Time Consult) 100% Required to Proceed
  • 5

    Part 5: Customer Service - Exam

    • Part 5: Customer Service - Exam (Must pass with 100% to proceed)

About the instructor

Instructor Title

Frances Williams

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