Client benefits: clearer notes and follow-ups

When it comes to the employees who are responsible for onboarding and managing your clients, providing consistent coaching and training to your team is crucial for achieving success. One of the most effective techniques for training your team is through the ‘ride along’ or shadowing method. Although this process can be time-consuming, Jef Forward has introduced a new approach to the ride-along. Additionally, he discusses how he employs AI during training and the sales process to help improve the effectiveness of their sales team.

Jef is the Owner of Forward Design Build located in Ann Arbor, MI. He has been a facilitator for Remodelers Advantage Roundtables for numerous years and has been a member of the Roundtables family for even longer. Jef is known as a visionary, an idea guy, and ahead of the curve in most things tech.

Victoria, Mark, and Jef talk more about:

• How has the use of AI affected the business?
• AI trackers and how to use them effectively?
• Using AI apps in a face-to-face meeting
• And more…