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CSR Sales & Service Summit


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In- Person Retreat:

CSR Sales & Service Summit

Agenda for June 8, 2022

  • 9:00-9:30 * Check-in and networking breakfast.
  • 9:30-9:45 * Introduction game. Set your stage for the day's outcomes and personal action planning.
  • 9:45-10:45 * Re-cap the three prior webinars, 10 min each followed by group creation of personal practice plans based on self-assessment gauges
  • 10:45-11:00 * Break
  • 11:00-12:00 * Understand the problem and solution to sustained growth, both personally and professionally.
  • 12:00-12:45 * Lunch
  • 12:45-1:15 *Integration: Achieve Long Lasting Success in Area of Your Life. Learn how to leverage four habits of mind and three behavioral hooks to achieve any personal change you desire. 
  • 1:15-2:15 * CE portion: Boost Your Inbound, New Business Closing Rate. Learn to quickly and diplomatically disqualify low probability prospects, connect more deeply with the remainder, and close more of those who are right for your agency. (1 hr CE)
  • 2:15-2:45 * Break and networking
  • 2:45-3:30 * Recap the principles, stimulate self-reflection and create action plans using SMART goal setting tool
  • 3:30-4:00 * Close: Questions, Public declarations, Certificate distribution, and raffle prizes.


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Registration Information:

This registration includes ALL webinars below.  Do not sign up for them as well. 

NOTE: If you signed up for the CSR Sales & Service Summit you are already registered for all 3 webinars.  If you are not and you want to join then please register for each webinar you'd like to attend.  
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