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SME# 21 Business Office - Turnover

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How do we professionally turnover our customer to the Business Manager? 

Learning Objectives:
Participants understand the specific times within our sales process where the Business Manager is involved.
Participants learn and practice effective turnover language so the customer feels comfortable, a “transfer of trust” occurs, and the Business Manager is provided the best opportunity to solve the customer’s financial needs.

Opening
Suggest to the group: “Today we are going to look at how we can work together with the Business Manager(s) to benefit the customer, ourselves, and the business office.”


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