Next Generation Insurances

• individuellen Leitfäden individualisieren
• in die ("Schauspieler")-Rolle schlüpfen
• Energie-Vampire mit der roten Taste bedienen
• Happy-Anrufer mit guter Laune verwöhnen
• immer ganz genaue nächste Schritte haben

Quereinsteiger, Melodische Telefonate, Fröhliche Interviews, Digitale Kommunikation

Financial Planning and Analysis

• Sort, reply to, and archive incoming emails
• Prepare quotations
• Financial planning
• Enter numbers into a Google Sheets spreadsheet
• Schedule appointments
• Monitor activities in the CRM

Personal Assistant, e-communication, Financial Planning, Quotations

• Personalize your call guides and scripts
• Step into your “performer” role
• Manage energy-draining callers using the red button on the phone
• Delight happy callers with good cheer, laughter, and guidance to the next step
• Consistently and accurately agree on next steps

Quereinsteiger, Melodische Telefonate, Fröhliche Interviews, Digitale Kommunikation

Personal Assistant, e-communication, Financial Planning, Quotations

Career-changer – Melodic Phone Calls, Cheerful Interviews, Happy Appointments & Digital Communication