SALES-202: Pre-Sale Workflow Management – Spring 2026
Course Content
Week 1: Introduction to the Pre-Sale Process
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Week 2: New Inquiry & Pre-Appointment Preparation
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Week 3: Post-Appointment Unsold Follow-Up
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Week 4: Post-Appointment Sold Follow-Up
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Week 5: KPIs, Tools & Automation
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LuAnn’s A-Ha Moments
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