Accountable CRM

A Message from Our founder, Dr. Bruce:

Curriculum-Based Training and Accountability

Bootcamp Structure and Resources

Week 0 Course Overview

Day 1 | QuickRead Book Overview

Day 3 | Professional Development Timeblock

Day 4 |  Marketing & Operations Development Timeblock

Day 2 | The WHOLE Person Theory

Day 5 | Weekly Evaluation & Planning

Day 6 | Onboarding Week Recap

Day 7 | Sunday Planning

Week 1 | Habit #1: Opportunity Statement(s)

Day 8 | Habit 1 QuickRead Book

Day 9 | Unique Belief Proposition

Day10 | How You Do It Different

Day11 | Who You’ve Done It For

Day12 |  Ask for the Business

Day13 | Week 1 Recap

Day14 | Plan on Sunday

Week 3 | Habit #2: Proactive Prospecting

Week 2 | (Days 15-21) Habit #1: Industry Training

Day22 | Complete QuickRead Book

Day23 | Pipeline Assessment

Day24 | The Ideal Client

Day25 | Inside Sales Prospecting

Day26 | Conduct the Appointment

Day27 | Week 3 Recap

Day28 | Plan on Sunday

Week 4 | (Days 29-35) Habit #2: Industry Training

Week 5 | Habit #3 Fight Club Follow-up

Day36 | Habit 3 Complete QuickRead Book

Day37 |  Fight Club Mindset

Day38 | The Fight Club Follow-Up System

Day39 | Challengers Sell More

Day40 | The Art of the Deal

Day41 | Week 5 Recap

Day42 | Plan on Sunday

Week 6 | (Days 43-49) Habit #3: Industry Training

Week 7 | New Client Onboarding

Day50 | Habit #4 Complete QuickRead Book

Day51 | What is Referability?

Day51 |What is Referability?

Day52 | New Client Onboarding

Day53 | 3 Rewards of Business

Day54 |  Advocate Events

Day55 | Week 7 Recap

Day56 | Plan on Sunday

Week 8 | (Days 57-63) Habit #4: Industry Training

Week 9 | Influencer Marketing

Day64 | Habit #5 Complete QuickRead Book

Day65 | Your Marketing Message

Day66 | Celebrity Status

Day67 | Style & Substance

Day68 | Person of Influence

Day69 | Week 9 Recap

Day 70 | Plan on Sunday

Week10 | (Days 71-77) Habit #5: Industry Training

Week11 | Course in Confidence

Day78 | Complete QuickRead Book

Day79 | Bet On & Invest In You

Day80 | Build, Maintain, & Protect Confidence

Day81 | Help! I’m Overwhelmed

Day82 | Performance Moments

Day83 | Week 11 Recap

Day84 | Plan on Sunday

Week12 | Graduation & Next 90 Days

Day85 | Habit #1: Opportunity Statement

Day86 | Habit #2: : Proactive Prospecting

Day 87 | Habit #3: Follow-Up System

Day88 | Habit #4: Customer Experience

Day89 | Habit #5: Entrepreneurial Spirit

Day90 | Next 90-Days

Day91 | Plan on Sunday

Bootcamp Workbook

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