Phase 1: Foundation — Week 4

Running the First Client Meeting

Week progress0%

DiscoveryAgenda controlCommitted next step

Weekly Development Topic

Program overview

Client discovery, agenda setting, and earning a follow-up

Opens the training content for this week.

Sales Fundamentals

2 meetings run · 1 job order

Activities

Build a client criteria sheet
Prep an agenda for a live meeting
Post-meeting recap template

Review of Week

Assessment: run an effective client meeting

Resources

Resources live in your company's SharePoint, OneDrive and intranet — these links open them directly.

AI

AI Mentor

Week 4 context active

AI

Your AI Mentor is ready

Ask about client discovery, job orders, candidate prep, follow-up cadence, or anything from your training program.

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