Forms
Early Drop-Offs
Program Pathway Handout
Personality Profiles & Perceptions
Quick Screen training (PTR)
Flow Sheet
Progression Chart
COC training video
Jotform Survey on website
Cash Money Flow
Expense Grading Sheet
COC Sheets
Benchmark Calculator
Financial Officer Description
Financial Calculator
Sales Plan Worksheet
Sign-In Sheet.
Daily Productivity Form
NS/CXs
Perceived Value by Personality
Session Value Worksheet
NP Orientation Video
Intake Form
Video Receptionist Training on CX call and when a NS.
Recruiting Ad by James
Flow Sheet (treatment)
Pre-Exam Form
Poor Activation Skills
Session Value Worksheet
Orientation Video
Intake Form
Activation Training Worksheet
Mystery Shopper Call Grading Sheet
Caller Log
No GoTo Campaign
GTC Builder
Task Grading System
James Audio on doing the “New and Unfamiliar”
UPC Creator
Employee Problems
Empl Discipline Form
Peer Review
Competency Review
Performance Chart
Officership Roles
Productivity Calculator
Performance Chart
Employee Discipline Form
Insurance and Billing
Biller Call log
Reports Worksheet
Appeal Letters
Documentation Problems
Pre-Exam
Exam
Flow Sheet
Daily Notes
IndeFAX
Chart Audit Grading Sheet