Partner Activation Plan

Welcome to PI's Certified Partner network! We are excited that you've decided to join us on this talent optimization journey. You'll use this Activation Plan to embark your partner journey.

In this Activation Plan, we have compiled the essentials to help you get started with reaching out to your network, prospecting using the 1:1 talent strategy session, and putting together a proposal to land your first client.

7 Courses
1 hour 0 minutes completion time

What you'll learn

  • How to reach out and have great conversation within your network
  • How to land + deliver a 1:1 Talent Strategy Session
  • How to create a proposal to set you up for Land & Expand
  • How to use PI's software
  • Some basic branding to promote you are a Certified Talent Optimization Expert

Courses

Course
Getting started
3
Lessons
5 minutes
Completion Time
Overview of the Activation Plan and some essential tools.
Course
Reach out to your network
3
Lessons
5 minutes
Completion Time
Approaches to prospecting.
Course
Make preparations to deliver a 1:1 session with a prospect
3
Lessons
10 minutes
Completion Time
What to do once you have some prospects.
Course
How to deliver the 1:1 Talent Strategy session
9
Lessons
20 minutes
Completion Time
How to deliver the 1:1 Talent Strategy Session.
Course
Create a proposal
4
Lessons
10 minutes
Completion Time
How to create a proposal package including pricing for your prospects.
Course
PI software guides
2
Lessons

Completion Time
Course
Branding 101
3
Lessons
10 minutes
Completion Time
How to incorporate PI and talent optimization into your branding.
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