Job Aids & Guides
Writing Effective Emails Tips
Tip sheet for writing effective emails that accompanies the Writing Effective Emails training
Meeting Expectations
Handout that showcases expectations for both meeting attendees and facilitators
Addressing Hesitations
Role Play activity sheet that walks Sales Associates through combatting customer hesitations
Product Guide Template
Quick Guide for Sales Associates to use when they need credit program information
Culture Code Worksheet
Worksheet based on the Women's Center for Leadership Daniel Coyle Culture Code Event
Dare To Lead Worksheet
Worksheet based on the Women's Center for Leadership Brené Brown Dare To Lead Event
Duo Authentication Help Guide
IT Help Guide for setting up and using the smartphone security software, Duo Authentication
Restoring Zoom Pro Access
Guide to walk employees through regaining their access to the Zoom Pro service
GoAnywhere SFTP Outlook Plugin
Guide to walk employees through installing and setting up GoAnywhere Secure File Transfer
Resetting Windows Passwords
Guide to walk employees through resetting and choosing their new Windows password
Pre-Printed Disclosure Ordering
Guide to walk retail employees through re-ordering pre-printed disclosure booklets
Sales Receipt Requirements
Guide to walk retail employees through the requirements for any printed receipts they provide