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