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New Potential Client Discovery Process


Current Status
Not Enrolled
Price
Free
Get Started

Learn the process PCS takes when first discovery visits

Course Description

This course will help Pinnacle sales members and tech members know their roles for discovery meetings.

Key concepts covered include:

  • Sales member initial process
  • Sales and tech member discussion
  • What to bring on discovery meeting
  • Tech responsibility after meeting
  • Quote sent and next meeting

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