Contract Training

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ContractTraining
An ACEware Webinar
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Contract TrainingTopics

• Why is Contract Training different?
• Course Setup
• Registering Participants
• Billing
• Budgets
• Finding Customers

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vive la différence!
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• Fixed Price
• One payer
• Payer may not be attending
• Not worried about filling class (thats the
  clients job!)

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Course Setup
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Course Screen
Setting the Category and/or Course Type to
Contract Allows easy reporting of your contract
training activities
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Sponsoring Firm Link
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Sponsoring Firm
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(Fee) Order Matters!
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Quick Reportsnot just for statistics!
Notice the Contract Cover Letter Training
Summary? Theyre in the Course Quick Reports /
Class Descriptions area.
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Registering Participants
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• Speed
• Registration

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When should you use Speed Registration?

• Large group of students who are part of one
  company or organization (before or after the
  event)
• Any group of people with one payor
• When all registrations are for a single course
• Hours, CEUs and status are the same

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How to . . . Speed Register

• Alt Z
• Select course from list

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(No Transcript)
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New name?
When a new name appears and is not yet available
on the name list, hit the Esc key to access the
Brief Name Entry screen and enroll the new
participant
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• Mass
• Register

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Mass Register

• Mass register lets you to register all
  registrants from one course into another course.
  Perfect for contract or sequential programs.

From the course screen, click Mass Register
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Mass Register
Clicking Mass Register allows you to FIND the new
course in which to register the current roster of
students. The pop up screen lets you set up the
defaults for this batch of registrations in the
new course
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Mass Register
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Keep in mind . . .

• Mass Register does not address payments
• Mass Register does check new class for duplicate
  names and eliminates names already in the target
  class

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Billing
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Billing Only Record
A billing record allows you to associate a name
with a course that is not a participant. No CEUs
or hours will be awarded to this person. Billing
records are identified as PAYOR in the Student
List and Roster. Enrollment Counts do not include
records identified as PAYOR.
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Payment Plan

• The Payment Plan allows you to spread payments
  over several months.

The Payment Plan button is activated by the
Billing Payment Type
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Budgets
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BudgetsPlanned, not promised
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Finding Hot Prospects!
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The ole Top 10!

• Reports / Statistics / Names / Performance Sorting

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• Run the report by names or firms
• View the Top 10 or Top 50
• Rank by money paid, courses taken, CEUs or Hours

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• And finally . . .

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Be a solution seller

• Listen for needs
• Ask probing questions
• Understands the issues of the company
• Be proactive in the approach
• Doesnt show the catalog to sell training
• Isnt an order taker
• Kathy Yeager, Contract Training Edge

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Want to know who needs you?

• Check the classifieds!
• Companies that are hiring frequently need
  training
• Theyre hiring! They have money!

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Need more ideas?

• Kathy Yeager
• Contract Training Edge
• kyeager_at_ctedge.net
• www.ctedge.net
• [phone]

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Our next webinar . . .

• Tuesday, September 15
• A Student Manager Driving Lesson
• know your shortcuts