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Job Aids & Guides
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Writing Effective Emails Tips

Tip sheet for writing effective emails that accompanies the Writing Effective Emails training

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Meeting Expectations

Handout that showcases expectations for both meeting attendees and facilitators 

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Addressing Hesitations

Role Play activity sheet that walks Sales Associates through combatting customer hesitations

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Product Guide Template

Quick Guide for Sales Associates to use when they need credit program information

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Culture Code Worksheet

Worksheet based on the Women's Center for Leadership Daniel Coyle Culture Code Event

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Dare To Lead Worksheet

Worksheet based on the Women's Center for Leadership Brené Brown Dare To Lead Event

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Duo Authentication Help Guide

IT Help Guide for setting up and using the smartphone security software, Duo Authentication

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Restoring Zoom Pro Access

Guide to walk employees through regaining their access to the Zoom Pro service

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GoAnywhere SFTP Outlook Plugin

Guide to walk employees through installing and setting up  GoAnywhere Secure File Transfer

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Resetting Windows Passwords

Guide to walk employees through resetting and choosing their new Windows password 

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Pre-Printed Disclosure Ordering

Guide to walk retail employees through re-ordering pre-printed disclosure booklets

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Sales Receipt Requirements

Guide to walk retail employees through the requirements for any printed receipts they provide

Creating lightbulb moments™

©2020 by Lightbulb Learning

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