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Technology “Best Practices” Training




  • 10, 45-minute webinars for your team
  • Recommend having webinars every two or four weeks
  • Includes our “basic training” workbook and shortcut quick references for smartphones

Available topics include (can select multiple topics):

  • Outlook Tips & “Secrets” (including using it to close more sales quicker)
  • Email Management
  • Quick Email & File Retrieval (finding within seconds)
  • Time Management (Computer/Smartphone Calendar)
  • Prioritization & Completion of Action & Follow Up Items
  • Note Taking and Organization
  • Computer Shortcuts (Keyboard, Quick Parts, Templates, etc.)
  • Mobile Device Productivity module (for professionals who travel)
  • Excel, Word, PowerPoint or Publisher Proficiency
  • File Organization & Navigation (incl. Cloud Storage/Sharing)
  • LinkedIn for greater sales results, or Digital Marketing/Social Media
  • CRM Training for maximum adoption and results
  • Password Management & Organization
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