Next Class Series Beginning October 7, 2019

Series II will begin on October 7th, 2019. It will be 20 classes, held on consecutive Monday mornings, from 9 am to 10:30 am (all times Eastern).

Classes will be held on line, using ZOOM. For more information, please register and ZOOM info will be provided.

Please use the form at the bottom of the page to sign up for a free trial class.

Do you or your sales team struggle with:

  • Failure to understand the prospects needs?
  • Being treated like a “salesman” (nuisance)?
  • Being lied to?
  • Long sales cycles?
  • Being “shopped” and then low balled?
  • Spending more time educating then selling?
  • Poor Time Management?

If any of these ring a bell, then maybe this class is for you.

Topics are:

  1. PEO Basics
  2. Determining Fair Pricing
  3. What you need to find out from prospects
  4. Sell Today, Educate Tomorrow
  5. Work with agents
  6. Work with PEO brokers
  7. Work with CPAs
  8. Prospecting
  9. Follow up, not Foul up
  10. Make sure your quotes don’t get “shopped”
  11. Recovering lost clients
  12. Getting referrals from … well anyone!
  13. Networking, and how to avoid Not Working
  14. Personality profiles (DISC)
  15. Bonding and Rapport
  16. Turning Competition in to Strategic Partnerships
  17. Goal Setting and Tracking
  18. Making your “cookbook”
  19. Sales Journaling
  20. Testing / Evaluation

Register for a Class Series

Please provide the following:



Flier for class starting on October 7, 2019. Click on image for larger version.