Connect Convert: Lesson 3

Video Length 06:08

In this lesson, we will focus on three critical actions to ensure callers feel confident and supported when they reach out: reassure, connect, and document. These steps are designed to create a seamless, empathetic, and personalized experience.

Each lesson has worksheets that you can complete to apply what you are learning right away. You can download the entire workbook and print it so you can follow-along.

Download the Workbook

Connect Convert-Workbook.pdf