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4.1 – C&J Innovations New Client Onboarding Guide – 20201210

by CandJ Admin | Jan 25, 2021 | 0 comments

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CandJInnovations, 4331 Brookview Dr., Dallas, TX 75220. (833) 425-4666. Colleen@CandJInnovations.com or Jeanne@CandJInnovations.com.

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Supplemental Resources

6.1 – Supplemental Resources – Resources to Survive and Thrive (March 2020) – 20201211

6.2 – Supplemental Resources – How to Support Your Team Through the Holidays (December 2020) – 20201230

6.3 – Supplemental Resources – Authority Magazine Article ( January 2021) – 20210201

Advisor Support

1.1 – Advisor Support – How to Contact the C&J Innovations Team – 20210101

1.3 – Advior Support – C&J Innovations Marketing Document 20210201

1.4 – Advisor Support – Useful Tools for Implementing the Passport Package with Your Clients – 20201229

Resources to Support The Passport Package™

4.1 – Resources to Support The Passport Package™ – Innovations New Client Onboarding Guide – 20201210

4.3 – Resources to Support The Passport Package™ – A Closer Look At The Passport Package Reports™ – 20201229

4.4 – Resources to Support The Passport Package™ – PDF Version of Walkaway Passport™ Assessment (Interactive and Print PDF Version) – 20201230

4.5 – Resources to Support The Passport Package™ – PDF Version of Expansion Passport™ Assessment (Interactive and Print PDF Version) – 20201230

4.6 – Resources to Support The Passport Package™ – Walkaway Passport™ Annual Recap – 20201207

4.7 – Resources to Support The Passport Package™ – Expansion Passport™ Annual Recap – 20201207

4.8 – Resources to Support The Passport Package™ – Walkaway Passport™ Partner Recap – 20201207

4.9 – Resources to Support The Passport Package™ – Expansion Passport™ Partner Recap – 20201207

Workshop Resources

2.1 – Workshop Resources – Tips for Hosting a Workshop in the Time of COVID – 20201229

2.3 – Workshop Resources – The Passport Package™ Workshop Communication Guide – 20210101

2.4 – Workshop Resources – Your Walkaway Passport™ Presentation Deck – 20201230

2.5 – Workshop Resources – Your Expansion Passport™ Presentation Deck – 20201230

2.6 – Workshop Resources – PDF Version of Walkaway Passport™ Assessment (Interactive and Print PDF Version) – 20201230

2.7 – Workshop Resources – PDF Version of Expansion Passport™ Assessment (Interactive and Print PDF Version) – 20201230

2.8 – Workshop Resources – Walkaway Passport™ Workshop Presentation Notes – 20201230

2.9 – Workshop Resources – Expansion Passport™ Workshop Presentation Notes – 20201230

Client and Prospect Communication and Tracking Tools

3.1 – Client and Prospect Tools – Useful Tools for Implementing the Passport Package with Your Clients – 20201229

3.2 – Client and Prospect Tools – The Passport Package™ Workshop Communication Guide – 20210101

Data Access and Credentials

5.1 – Data Access and Credentials – How to Access Your Passport Package™ Assessment Data – Your Software Credentials – 20201230

5.2 – Data Access and Credentials – [VIDEO] How to Access and Use Data Reporting – 20201230