In-Person Weekend
sun03mar8:00 amsun4:30 pmIn-Person WeekendNumbers, Legal, & Insurance - Day 2 (Key Person Welcome)
Time
March 3, 2024 8:00 am - 4:30 pm CST(GMT-06:00)
Location
Westin Hotel, Room Location TBA
Other Events
Schedule
- March 3, 2024
- 7:00 AM Breakfast7:00 AM- 7:45 AM
A hot buffet breakfast will be served in the lobby/foyer outside our meeting room.
- 8:00 AM Good Morning Review & Questions8:00 AM- 8:30 AMReview and QuestionsSpeakers: Larry Heuvelman, CR, CGR, Big50
- 8:30 AM Larry shares his agreement (contract)8:30 AM- 10:00 AMI will share my remodeling agreement and specifications, step by step, every line and clause.Speakers: Larry Heuvelman, CR, CGR, Big50
- 10:00 AM Break10:00 AM- 10:15 AM
- 10:15 AM Attorney Agreement Review10:15 AM- 11:45 AMOur guest attorney will disect my agreement; What could be better? Ask questions specific to your industry and clientelle.
- 11:45 AM Lunch11:45 AM- 12:45 PM
- 12:45 AM CYOA - Insurance Review12:45 AM- 2:30 PMSpeakers: Deborah Solbrig MBA
"Insurance is the one area of any company I can show you how to spend less money more than any other area of your business."~Larry
Our insurance agent is going to explain how this works along with another layer of asset protection.
- 2:30 PM Break2:30 PM- 2:45 PM
- 2:45 PM CRM Management On Another LeveL2:45 PM- 4:00 PMSpeakers: Larry Heuvelman, CR, CGR, Big50
Contact Relationship Management, or CRM. It has been my experience few companies use CRM's, even fewer use them effectively. What is effectively? Lets refer to our business plan.
- 4:00 PM Closing - Plan of Action4:00 PM- 4:30 PMSpeakers: Larry Heuvelman, CR, CGR, Big50
Closing thoughts on the weekend and assess our "Plan of Action"