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Mentor Alignment

Jaxton Garner

Created on March 26, 2025

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Transcript

Mentor

Alignment

Spring 2025

objectivEs

Things to cover

  • L&D Focus Group data comparison
  • New Roleplay Scenarios
  • Nesting Insights
  • Wrap up

Focus Group Findings

September vs. February

February

September

Role Alignment

Role Alignment

Averaged an 8 among 3 responders

Averaged an 8.9 among 4 responders

What to cover more

What to cover more

CxOne, Follow ups, CAT & Insurance.

ASO Plans, Commercial Plans, Financing.

Consensus Point

Consensus Point

Adherence.

Outbound work.

New Roleplays

ASO & Commercial

New

From the feedback we're introducing roleplays for ASO, UAW, and Anthem commercial.

Roleplays

New

These roleplays should be completed after the training of the content, typically two weeks into their nesting. Scored on the same scale and added to tracker.

Expectations

New Roleplays

Nesting Insights

Nesting focus group data

Nesting Insights

Any and all insight that we can utilize in new hire training to best prepare our people for nesting and beyond!

Wrap up points

Catch all

Alignment Notes & Reminders

Agenda Adherence

Script Call outs

Scoring/Feedback

Lil Different
No half scores
Ready to go

BOOKING SCRIPT: Emphasis on agent checking for doublle booking opportunity.ALLEGRO: Interest rate corrections: Waived Interest at 29.99%

We're shooting for perfect agenda adherence in training and your readiness to roleplay can make a huge difference!

Agenda Call outs

May 27th

May 30th - End

May 19th - Start

Handoff changes
Headcount: 15
Live Call setup

We're going off our 9 day training schedule due to the holiday Monday the 26th.

Scheduled hand off after lunch at 1:00pm. Return to classroom at 3:00pm after second break. For "official" intro.Support Monday June 2nd may be necessary!

We always want to hear from you

Your feedback and insights are invaluable to how we continue to improve our training.

3 - In Office

1 - Teams

2 - L&D Email

Especially during class
Any of us are here
All of us in 1 Email

We're also always available over teams during a new hire class, or otherwise. Including all of our mutual groupchats.

training@truhearing.com is an email that will reach us all and can be easily CC'd in-case you ever want to quickly tag us into something, or send us all files.

Things come up randomly if we're ever in office you can always pop by and share any insights!