Example Curriculum
Communication with David and Kerry
Available in
days
days
after you enroll
Recent Agent Success Calls
Available in
days
days
after you enroll
Quick Start Client Survey Kit
Available in
days
days
after you enroll
Client Questionnaires, Crystal Ball and Medical Pre-screen Questionnaire
Available in
days
days
after you enroll
Shoe Leather Approach Plan (SLAP) and Care Funding Planning
Available in
days
days
after you enroll
- How to Work with Non-Medical Home Care Agencies
- Latest Care Community Workshop PPT
- Walk in Concept Discussion and In-Service Ask
- Assisted Living In-Service Script - Must adjust with no ICP
- Assisted Living (MC & IL) In-Service Folder Contents to Print for Folder - Adjust for No ICP
- Forms and Tools for CC Workshops and Appointments (1:22)
- Read Only Forever Funding Pamphlet written for Assisted Living / Memory Care STAFF not Consumer
- Sample CC workshop invite
- 3 Circle Conversation + Family Visual
- AL, MC, IL Care Community Workshop Presentation
HonorShield's Multi-Generational Marketing Approach (June 2023)
Available in
days
days
after you enroll
- Most Recent Public Workshop or 55+ Community Workshop LONG VERSION with GUEST SPEAKER
- Meeting Request and Survey Form (Download link for the 2 sided pdf is at the bottom)
- 1st and 2nd Appointment Scripting and Flow (Use with the associated Materials)
- 1st Interview Discovery Materials John and Jane Doe
- 2nd Interview Presentation Materials John and Jane Doe
- Blank Crystal Ball PDF Template All Pages
- Crisis Case Presentation (Crystal Ball PDF)
OneAmerica
Available in
days
days
after you enroll
Old Stuff That You Can Learn From - Marketing and Presentations Archive
Available in
days
days
after you enroll
The Thinking Behind Your Success - An Overview
Available in
days
days
after you enroll
Best Practices - Building a Storybrand Brandscript
Available in
days
days
after you enroll