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WOODBURY AGENCY
Stage 2
Welcome to Stage 2 of the Woodbury Agency training. This training should not be viewed until you have appointments already set or your mentor has given specific instructions. Once you have an appt scheduled, follow the steps below to complete this training.
Step 1: Watch Appointment Preparation videos.
Step 2: Click the link below the video and register for Virtual Mentor. Text your Agency Owner to let them know; so they can activate your account.
Step 3: Download and Print all of the quote sheets and the 5 Steps document below the videos.
Step 4: Using Virtual Mentor and the Product Matrix document; figure out what the best product for your client is and mentor with your up-line to determine if that is the correct product.
Step 5: Once your manager has approved the correct product, use the quote sheets and the Quotes/Apps page to figure out the quotes.
Step 6: Watch the Presentation Video.
Step 7: Download the R.E.A.L Presentation Script.
Step 8: Listen to the audios below the Presentation Video for advanced training.
Step 9: Watch the Application videos to learn how to properly fill out an application.
Step 10: Call your up-line for a final game plan call for your appointment.
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