The advantages of this TSL are many. First it gives complete focus to client contact activity with no other distractions. We can create as many unique TSL versions as we like all with different locations and/or criteria. It is essential to any selling game plan to have a clear mechanism for business generation and development. This tool will import records from other CRM applications so they can be contacted and sent promotional and strategic documents that will play a hand in client choices. Everything that happens with a client/asset entry is recorded and archived for later review or reuse.

If an entry has been called and a message left, it can be moved down the form to a second, third and other call lists. We can change the Criteria as it evolves. We can record if we had a No Answer – N/A. It records when we have made contact with a client and we can set a Call Back date/time. We can record if we have had a conversation (CNV).We can record the Result of the Conversation which will determine where the client/project will go once they have been submitted to the Client Project Dashboard (CPD). We can record Notes on the conversations and the Next Action information. We know who the caller is for each call if they are different and when the call was made.

With the Promo Components an entire initial contact centered can be developed, documented and distributed to members of the list. Also with the Strategic Components (SAP) make an entire Strategic Advisory Process possible. Here the Strategic Analysis document is the centerpiece. This component is first set-up by Survey’s and Profiles and followed up by Regular Updates and additional documents. There is also a place to view all documents sent to the client/project entry. When the Submit Button has been clicked the client/asset record is sent to the CPD and removed from this TSL. Once the Locations and Criteria have been selected the TSL is given a unique name that will be used for as long as the specific TSL exists.

The biggest benefit of this tool and the underlying approach is that a clear marketing overlay can be initiated which will lead to better client conversations, more meetings and better meetings. The fact that we will be touching people in numerous different ways makes the chances of relationship and even partnership more likely. Nothing gets lost and everything is each to access so the changes of failing to deliver on promises to clients is virtually eliminated. Because of the multiple dynamic touches and impeccability of activity management the momentum that can be created in meetings per week is greatly accelerated and sustainable.​

When you see a program that appeals to you, put it on a wish list. You will be contacted to join a wait list and when that fills-up we will launch a program. Before you begin our programs we will work with you to design a learning process that will suit your unique learning needs. This learning process design will take into consideration factors including pacing, volume of information, scheduling, budget and your industry and professional focus. These factors will tell us whether you learn best from an appropriate configuration of work in a group setting, private work and/or need virtual work.

When a sufficient number join our wish list, a day and time of the week will be set. When our wait-list is full we will launch the group program. Before you begin our programs we will work with you to design a learning process that will suit your unique learning needs. This learning process design will take into consideration factors including pacing, volume of information, scheduling, budget and your industry and professional focus. These factors will tell us whether you learn best from an appropriate configuration of work in a group setting, private work and/or need virtual work.