Optimized Journey 

• Working Docs 

  • Touchpoint Mapping
  • 7 Keys Areas For The Client Journey Worksheet

  • Team Structure and Support at Scale

  • Client Engagement & How to maximize and leverage Client Health Scores
  • Desperate Jay Framework
  • Client Expectation Reset Call 
• Call Recordings -
• Kickoff Call
• Touchpoint Mapping
• Deep Dive Audit
• Team Structure and Support at Scale
• Buy In for Clients

Team Optimizer 

• Team Training Sessions 

  • The 4 Archetypes - Training recording
  • The 4 Archetypes - Live call recording
  • Slideshow 4 Archetypes
  • Buy in - Training Recording
  • Buy in - Live call recording
  • Slideshow Buy in 
  • Renewal and Upsells - Training recording
  • Renewal and upsells - Live call recording
  • Slideshow Strategic review template