Consulting Services — Together we can make a difference
Starting as a training company...
Few people know that we started out as a training company, but the demand for our planners and electronic tools became so great, they took center stage. Now we have come full circle.

In response to our clients' requests, we have expanded these services considerably over the years. Today, SAM offers a variety of training, coaching and consulting services, as well as all the support materials needed to help producers and managers effectively use our tools, optimize time and drive results.
Leader Strategy Coaching
Product Training
Kick-off Meetings (Phone/Web-conf)
- Manager and Producer
- Case Study Exercises
Implementation Support and Coaching from 90 days to 1 year (and beyond)
Planner Tools
- Do-it-yourself Starter Kits
- User Guides
eScoreBoard Tools
- Do-it-yourself Starter Kits
- Quick Start Guides
Quick Reference Cards
"What's in it for Me?" brochures
Monthly Newsletter
Live Kick-off Meetings
Custom Manager and Producer Kick-off Presentations and Materials
One-on-one Manager Coaching
Manager Training
- Conducting effective One-on-ones
- How to conduct a Sales Builder Meeting
Keynote Presentations for Agency/Corporate Events
Our goal is your success...so SAM's Consulting Services are designed to prepare producers and managers to use our tools and optimize your firm's performance. We believe that activity management helps everyone's commitment to growth and retention, and is a key element in building and maintaining a high performance culture.
Through the use of our custom implementation process and materials, i.e., PowerPoint slide shows, web-conferences, performance guides, leader/manager coaching, etc., you'll benefit from our years of experience in sales activity management. We'll work with you to install simple, proven strategies to help producers hold themselves accountable to their goals and make better choices... and help managers become better leaders.
By successfully implementing an effective goal and activity-based management system, you can expect:
- Improved focus, organization and discipline
- Increased accountability and responsibility
- Greater confidence and success
Summary of Consulting Services (Printable Download)
Our SAM Consultants are among the most talented practitioners from the industry. Call us if your firm would like a more complete introduction or free assessment of your activity management needs and best practices. Like our tools, our consulting services are customized around your culture.
(800) 254-4SAM or InspireMe@SAMInspires.com

