The Weekly Accountability Process

The objective of this course is to teach salespeople the process he or she will engage in to ensure that all the activities required to build a large sales practice are completed from week to week so that nothing falls through the cracks.

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About This Training Program

As it pertains to goal achievement, your outcomes may vary however, your activities can be measured and managed in order to intentionally cause improvement to occur. This is the essence of Business Reconciliation, being held accountable for the activities that are proven to move the needle. From how many phone calls you plan to make, to the hand written notes and emails you will send, to the strangers you will meet daily; when building your business, your success always comes down to the activity that you’re being held accountable for completing

What You Will Learn

  • How the Business Reconciliation process works
  • The various roles and responsibilities in this process
  • The expectations & deliverables of each party
  • How to use the CRM software as part of this process

How Will This Training Be Applied

  • For Employee professional development
  • For business development strategies
  • For coaching & behavior corrections
  • For SSI & CSI scoring performance improvement
  • And so much more…

What You Can Expect

  • This course is self-paced.
  • This course may contain lessons that include a series of topics.
  • All topics must be completed before moving on to the next lesson.
  • Email notification will be sent when next lessons are accessible.
  • Upon successful completion of the entire course, the professional will receive a course badge, a certificate of completion, and CEU credits towards annual recertification.


Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course