Course Curriculum

  • 1

    Internal Resources: Part 3 Overview

    • Internal Resources - Overview

  • 2

    Company - Policy & Procedures

    • Reading Task - Company Policy + Procedure

    • Practice Lab - Internal Note

    • Pop Quiz - Company (Must Pass with 100%)

  • 3

    Operations - Policy & Procedures

    • Reading Task - Operations Policy + Procedure

    • Practice Lab - Schedule A Consultation

    • Pop Quiz - Operations (Must Pass with 100%)

  • 4

    Billing - Policy & Procedures

    • Billing Policy - 123 Credit Academy

    • Billing Policy - Monthly Service Levels

    • Billing Policy - Grandfathered Service Level

    • Billing Policy - One Time Consultation

    • Billing Policy - Choosing Service Levels

    • Billing - Due Dates & Cancelations

    • Billing Policy - Review & Key Rules

    • Pop Quiz - Billing (Must Pass with 100% to Move forward in the Training)

  • 5

    Company - C.E. Evaluation

    • Overview - Customer Service (C.E.) Evaluations

    • Template - Customer Service (C.E.) Evaluation

    • Pop Quiz - C.E. Evaluations (Must pass with 100% to proceed)

  • 6

    Part 3: Internal Resources - Exam

    • Internal Resources - Exam (Must pass with 90% to move forward)

About the instructor

Instructor Title

Frances Williams

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