Track 1B: Overview Discussion - Call Preparation

The Overview Discussion is the first step in the customer journey. This track covers:    PART 2: CALL PREPARATION   LEARNING OBJECTIVES✅ 1) Conduct thorough research on your prospect and their organization 2) Identify potential alignment with NCQA programs, products, and mission 3) Understand how products align to specific buyer types 4) Leverage Pre-Call Planning Guide & Checklist 5) Review prospect responses to Calendly Pre-Meeting questions 6) Set and share the meeting agenda 7) Search for updated collateral on NCQA Brand Portal 8) Utilize Chorus.ai to record the call   TOOLS️ 1) Pre-Call Planning Guide & Checklist - IP 2) Definitive Training Journey 3) Chorus.ai Training Journey 4) NCQA Brand Portal Quick Start Guide     TRAINING ACTIVITIES 1) Learn about Definitive2) Learn about Chorus.ai and setup your account3) Conduct client research for mock call using the Pre-Call Planning Guide & Checklist 4) Explore the Brand Portal