One-on-One training is available to any Real Geeks client that is in need of deeper training than a typical support call can provide. This is in addition to, and not instead of, our weekly webinars. One-on-One training should be reserved for those agents that have exhausted all other options. These include:
- Reviewing our docs
- Concluding their Onboarding process
- Attending, at a minimum, our basic weekly webinars:
- Personalize and Launch Your Website
- Personalize Your CRM and Leverage Your Database
- Getting Started with Facebook Marketing (only if seeking Facebook Training)
The agent may need One-on-One training if:
- They are frustrated to the point of thinking about canceling
- They are returning from the U-Turn process
- They are an FNF referred client
The Process:
Below are the steps for signing up an agent for One-on-One training.:
- Determine the need for One-on-One training and make the offer
- Use the provided link, below, to schedule a 60-minute training call
- https://calendly.com/sarah-realgeeks/60min
- Include notes in “What would you like to discuss on this call?” section, such as:
- Hi Sarah,
I've been working with John Smith and believe he would benefit from some additional training from you on the CRM. I have scheduled an appointment on your calendar for next week. I have sent him over a few videos to watch between now and when he meets with you. Some of the main topics of focus would be: How to Add/Edit Templates, Setting up Workflow/Drips, Eblasting Clients, Viewing Email Activity, and a quick Q&A session on the Settings Tab. Thank you, in advance, for all your help, and please let me know if I can provide anything else before your meeting.
Warmest Regards,
John
- PLEASE NOTE: This link is not to be provided to the agent and must only be used internally. If they need more time to decide on a day and time, forward the ticket to the trainer (Sarah) and she will reach out to schedule.
- Make sure to share with the client what will be reviewed, how long the call will take, and how they will be reached out to (by phone - then with a Zoom link after connection, if made)
- Here’s an example:
- Thank you for scheduling your One-on-One training with TRAINER for DATE and TIME. They will be reaching out to you at XXX-XXX-XXXX at that time and provide you with a Zoom link for a shared screen call. During your call, you will review the following: THIS, THAT, and THE OTHER. This call will take approximately an hour. If you need to reschedule, a link will be provided to you in a separate email.
- The agent will receive an email from Calendly with a confirmation and links to cancel or reschedule the call.
- Send a Slack message to the trainer with a brief update.
- Sarah - John Smith is scheduled for a CRM/Website/Facebook training for DATE and TIME.
- Forward the ticket, if available, to the trainer.
If you have any questions, always feel free to reach out. I am happy to help!