Professional Documents
Culture Documents
Module 1 Presentation
Module 1 Presentation
Module 1 Presentation
Individual Schedules:
Objective:
Attend Presentation, Schedule Small Group Lessons
Goal:
By the end of the presentation, you will have a beginning understanding of the key terms
and how Caterease will manage leads and contacts, creating proposals, and streamlining
your selling process through automation.
Materials:
Procedure Guide (https://tinyurl.com/SOPGuides)
Step-by-Step Instructions (https://tinyurl.com/stepbystepcaterease)
Lesson Plan
Caterease: Module 1 Lead Management
Instruction Outline
Opening:
Check-in with how trainees are feeling about training & Debrief
Previous Session
Did we do what we intended to do? What can we take away for next time?
Lesson:
Closing: