Customer Management Curriculum
Acquire the skillset and tools for total customer management in this immersive series. Attendees will learn everything from understanding draw territory and how to prospect, to effective call management and nurturing relationships. Please see the full curriculum below and schedule a consultation to learn more about how this series can add long-term value to your business.
Series Includes
Collecting Vital Information
This course details the vital information needed for effective customer management, including a tutorial on how to use the Origination Academy Prospecting Template.
Inbound vs. Outbound Phone Calls
Discover key differences between inbound and outbound phone calls along with best practices with execution and how to create maximum value through outbound phone calls.
Effective Prospecting
Prospecting is an essential component of the origination business. In this course, learn ways to prospect, the resources available to help you identify prospects, and best practices when executing.
Nurturing and Growing Relationships
Discover what “know, like, trust” means in relationship development, tactics to nurture and grow relationships along the pathway to trust, and key methods to advancing those relationships more quickly.
Managing through Transitions
Discover the importance of following a process and tips for proactive record-keeping to build long-term customer loyalty and help ensure smooth transitions.
Understanding Farmer Psychology
Farmers wear a lot of hats. In this course, learn more about the key psychological hurdles many face when marketing their grain along with ways you can help them overcome those hurdles.
Intro to Customer Profiles
This course introduces the concept of “customer profiles,” and describes how to use them to your advantage to more strategically and effectively engage with customers. This series includes how to better understand and engage with popular profile-types including Transactional Ted, Sophisticated Sam, Relationship Rick, Skeptical Steve, and Business-Minded Bill.
Forming a Market Opinion
In this course, learn the importance of having a market opinion daily, various ways to form those opinions, and processes to relay them to your customers through telling your own unique story.
Intro to Seasonal Conversations
In this course, we’ll introduce how to drive value throughout the year using the Seasonal Conversations Guide. This session also includes a brief review of inbound and outbound phone call best practices. This series of courses includes recommended conversations to have in the planning, planting, growing, and harvest seasons.