Priority Updates
Submit Your Own Booking Link
For prospecting you will want to set up and submit your own calendar/booking link so prospects can schedule calls directly with you.
Once you have established the relationship, gathered some information, you will go through the CRM to book a demo.
Many consultants are using one of the following
Once your booking system is set up, follow these steps to submit your link:
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Open a Ticket in the system.
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Select "Other" as the reason for the ticket.
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Complete the Required Information in the form.
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Include the Calendar Link you created in the designated field.
PAST RECORDINGS
2.21.2025
New Navigation - Updates to CRM - Bill Reviewed on call- Emails with the new navigation links will go out 2/27 and 2/28 - WATCH THE RECORDED MEETING
CRM Policy and Compliance: The policy is at the top of your navigation page and everyone needs to read and fill out the confirmation form.
Zing Performance/CereSkills- No more Free Trials. This was a Zing Performance decision and not a Seniors Home Services one.
AARP- Corporate is working with AARP and no one is to prospect them.
2.14.2025
New Navigation - First Reveal of what is coming in the next 2 weeks.
Stages and Onboarding- Went over stages, requesting an agreement, and onboarding
Opportunity Program: Team building has been turned off until Feb 28th
The links have been deactivated. When the new system is up, it will resume.
CRM Policy and Compliance: The policy is at the top of your navigation page and everyone needs to read and fill out the confirmation form.
2.7.2025
Consultant Successes: Jim Bland highlighted the achievements of consultants, including one who is booking two appointments per day and another account that secured 110 pharmacy locations.
Operational Updates: Details about the onboarding process were discussed, emphasizing the need for consultant involvement to expedite patient enrollment and improve outcomes.
Implementation Updates: Updates on the implementation tools and procedures, ensuring consultants are equipped to handle upcoming changes effectively. Emphasis on the importance of training and proper onboarding by consultants to ensure they are prepared to handle demos and client interactions professionally.
Marketing: Guidelines on how to handle marketing materials, ensuring all advertisements are compliant with healthcare regulations before distribution.
The pharmacy program kicked of with what is coming up in training
The highlight of the pharmacy program was introduced.
A reminder about team building, compliance, and contacting our partners
and vendors was covered.
1.31.2025
1.26.2025
Takeaways:
Feb 8th is the target date for the pharmacy new program starting with
the demo certification program, and George Veronis helping with business development.
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Calendar system was updated to include Affiliate ID or Affiliate's Name.
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Onboarding section updated.
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There is an update on why the Pulmonary program has been removed.
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Navigation Page updated to be a little more mobile friendly.
If you want Book a Call Button to go through your calendar link, you need to open a ticket and include the calendar URL you want us to use.
1.17.2025
Takeaway: Focus on accurate data entry, active engagement with providers, and leveraging the latest tools to enhance patient outcomes and grow the business.
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Consultant Support:
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Tools and resources l and training programs are being enhanced.
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Consultants should avoid mass email blasts to maintain credibility.
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CRM training Guide and Videos are going to be on your navigation page.
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Consultants can support accounts locally and earn compensation which will be coming in the next few weeks.
Acknowledgments:
The company appreciates the efforts of consultants in driving growth and fulfilling its mission to enhance senior care and provider support.