Why This Matters

Teams interact with various clients and keeping things straight can be challenging. Busy teams enter data into their CRM and don't revisit this data until the next meeting.
​
Being able to go back and analyze what was said in the past and have your CRM give you insights that may have been missed is key.​

Learn to perform a Household summary so that you can provide exceptional service to your clients.

Learning Objectives

After completing this unit, you’ll be able to:​

• Generate a Household summary.​
• Ask questions about the summary.​
• Use pre-built prompts to get more value out of your book of business.