Sales Activity Management

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.

Implementation Services

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.

Our Mission is to Help Producers Succeed and Managers Lead
For more information or to get started, contact us at:
(800) 254-4SAM or InspireMe@SAMInspires.com


Quotes and more...

You must be the change you wish to see in the world.

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Tips & Success Stories

Develop a business plan with your producers Set time weekly with your producers and keep it sacred Start 1:1 by reviewing...

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CLIENT LIST |
More than 50,000 clients across Ameriprise Financial, AIG / American General, AXA/Equitable, Guardian, John Hancock, Kansas City Life, Knights of Columbus, MetLife, National Life, New England Financial, New York Life, Northwestern Mutual Financial Network, One America, Penn Mutual, Principal Financial, Prudential, Securian, Waddell & Reed, etc and growing!