EGIA Contractor University Library Update 10/29/19

The following resources have been added to the Contracting Best Practices Resource Library. To access these new tools, visit the Best Practices Library.

Videos

9.9 – Selling Process 2 – Advancing Conversation and Questions to Make a Sale: This is a second part video advancing the selling process. This video is heavy on the fundamentals of communication and sales process steps. Our goal is to extend the conversation with any client in a fashion that is truly comfortable for the buyer. Educating them by asking questions and engaging their emotional connections to the company’s brand, our brand, and possible solutions. Use the video to train the service team on becoming more effective at communications.

9.14 – Selling Tools for Service Technicians to Present Options: Quickbooks is a basic and popular accounting platform. Understanding and using Quickbooks is essential to managing accounting. This video breaks down the software application and how to bets utilize the tools.

Templates

13.12 – Performance Improvement Plan of Action: Setting an employee up for success sometimes requires us to create an employee action plan or what we term a Performance Improvement Plan (PIP). The goal of a PIP is to establish immediate expectations and feedback based on specific areas of concern. Areas that are identified as action steps are reviewed, at first weekly, and then monthly to facilitate getting the team member back on track. Use this tool to develop your areas of action – they are based on the core values and role descriptions of the employee team member.