Power Certified
Fully Certified Goal:
Fully certified Accounting team members should be Power Certified and consistently demonstrate confidence, accuracy, and strong communication in every customer interaction. They should effectively navigate account conversations, collect payments, overcome objections, identify additional opportunities to serve, and consistently WIN more moments with customers.
​
At this stage, coaching becomes more autonomous. Look for new and creative ways to continually challenge and engage Accounting team members, strengthen their communication skills, and help them develop a lifelong love for coaching. Thus, there are no lesson plans. :)
Foundational Level Goal:
Build strong foundational habits using the Pattern for Excellence to create meaningful relationships, deliver a consistent WOW experience, and communicate with confidence. Understand how your role impacts the entire customer journey, strengthen relationships across the team, and confidently guide interactions toward the best next step for the customer and the company.
​
​
.png)
