Training & Learning
SMT events, templates, and training materials
This Week's Events
Templates
General Scope of Appointment (SOA)
Reusable CMS-compliant SOA template.
PDF coming soon
Permission to Contact (PTC)
PTC form for prospect outreach.
PDF coming soon
Client Needs Assessment
Discovery questions for new clients.
PDF coming soon
Training Guides
New Agent Onboarding Guide
Step-by-step welcome guide for new SMT agents.
PDF coming soon
Centers of Influence Training
COI workbook and training materials.
PDF coming soon
Running an Appointment
Guide and supporting materials.
PDF coming soon
Goal Setting Worksheet
Plan your year — quarterly and annual targets.
PDF coming soon
Recorded Trainings
Replays of past SMT trainings.
PDF coming soon
Training Materials in Drive
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