Page 24 - Demo

TPC SHEET
3 PERSONAL GOALS: (EX. Buy New Cell Phone, Pay Bills)
Date:
WHAT ARE WE LOOKING FOR? :
• WHERE DID YOU BRING THE CUSTOMER FROM?
• HOW LONG DID YOU SPEND WITH THE MEMBER?
• WHO WAS THEIR PROVIDER?
• IF CLOSED, WHAT HELPED? IF YOU DID NOT CLOSE, WHAT WAS YOUR CHALLENGE?
Pitch
Breakdown
Close
On the Phone
Apps
Positives/Negatives
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