Communication with David and Kerry
Recent Agent Success Calls
Quick Start Client Survey Kit
Client Questionnaires, Crystal Ball and Medical Pre-screen Questionnaire
HonorShield's Multi-Generational Marketing Approach (June 2023)
-
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)
Old Stuff That You Can Learn From - Marketing and Presentations Archive
The Thinking Behind Your Success - An Overview
Best Practices - Building a Storybrand Brandscript
