SAM Services

What SAM Offers

Product Training, Performance Coaching & SAM Consulting

Our services center around the science of sales, a simple solution and process for “measuring and monitoring the activities and analytics that impact productivity, goals and retention”.

Our goal is to help producers, managers and/or sales teams become their best by helping them implement a goal, activity and metrics-based strategy and management system with customizable tools that develop and reinforce the habits to execute and build/maintain a high-performance culture.


Product Training:

  • SAM Planner Training
  • SAM Suite: Basic, Advanced, and Refresher Training
  • SAM System Introduction (Producers or Managers)

Performance Coaching:

  • SAM 21 Day Challenge
  • Effective Weekly 1:1 and Monthly Sales Builder Meetings

Consulting Services
(Virtual or Onsite):

  • SAM Assessment
  • SAM40 Implementation (8-week program)
  • Leadership Development Offerings

SAMEE (Daily Email Program)

“SAM’s Everyday Excellence emails (SAMEE) will inspire you every business day with business building tips, stories and best practices.”

Joint offering with JOE TEMPLIN, MEC, CEC, CAP, CFP, ChFC, CLU, NAIFA & YAT leader, Black Belt, Human Kaizen Expert, and ultra-achiever.

Click here to be inspired with SAMEE!  

Pricing: Training = $100/hour; Coaching = $200/hour; Consulting = $300/hour

Materials: Handouts and slides included in pricing; Books & Booklets are extra.

Call 1-800-254-4SAM for quotes and scheduling!