T.E.A.M. COURSE 2:
Assessing Client Personality
& Communication Adjustments

Action Assignment

  1. Review the Introduction to the Client Conversation Profile (on page 35) with a friend or your General Agent/Trainer. Once your are comfortable with the approach, use your free 6-day trial to order a profile and give it to a client or prospect.

    If you have not yet registered for the free trial software, click here to do it now.

    If you have used your free trial and would like to order the software, click here. The link will open in a new window so you will maintain your place on this page. (Be sure to have your TEAM Course username and password handy so you can log in.)

  2. Go over the results with your General Agent/Trainer.
  3. Go on to T.E.A.M. Course III.

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.


T.E.A.M. COURSE II:
Assessing Client Personality
  Communication Adjustments

Action Assignment Satisfactorily Completed

DATE: __________ SIGN OFF
General Agent: ____________________________________
Sales Associate: ___________________________________
Firm (Print): ____________________________________

Continue on to T.E.A.M. Course III:
Managing Diverse Personalities
& Personality-Based Conflict

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any particular prospecting, marketing or selling system.

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