Track 1C: Overview Discussion - Call Execution

The Overview Discussion is the first step in the customer journey. This track covers:    PART 3: CALL EXECUTION   LEARNING OBJECTIVES✅ 1) Intelligently deploy question bank and encourage client to discuss their strategic goals and broader organizational efforts 2) Articulate NCQA’s mission and how specific products align to that mission 3) Leverage Eligibility Reference Guides to have a high-level eligibility discussion 4) Leverage the website timeline to help customer understand their timeline and if they should purchase IRT Tool or Standards & Guidelines 5) Know how to talk about the IRT Survey Tool 6) Be able to give and overview of the Gap Analysis and how it factors into their timeline 5) Explain how to secure their survey date   TOOLS️ 1) Conversation Building Blocks / Scripts - IP 2) Product Eligibility Reference Guides 3) NCQA Master Slide Deck 4) Product-specific collateral (found in Bynder) 5) NCQA Mission & Vision module 6) NCQA Elevator Pitch   TRAINING ACTIVITIES 1) Practice! 2) Conduct a mock call with your Training Buddy