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Mountain

Sales mastery course feedback
december 9, 2024

We are working to transform "Sales Mastery" into a brand new learning experience: "Pipeline to Profit", with a new industry professional host, and brand new content!

As a registrant of The Personal Coach's "Sales Mastery" course, we would greatly appreciate your time to complete the below form for us to further develop and improve this course for fellow advisors.

Overall Course Experience

1. What were your overall impressions of the Sales Mastery course?*

2. How would you rate the course overall? 1 = No value provided, too difficult to follow. 5 = Impressive value provided, easy to follow.*

3. What aspects of the course stood out to you the most? (Select all that apply)*

Content Quality

Course Structure

Delivery Style

Support From Coaches

Tools & Resources

Other

4. In terms of time management and work/life balance, how did you feel you managed the weekly lessons and homework?*

Very well. No issues.

Well, with minor issues.

I fell behind but managed to complete everything.

Very poorly. I couldn't keep up at all.

Content & Structure

1. What was the most valuable part of the course for you?*

2. Did the course structure support your learning effectively? Why or why not?*

3. Were there any topics you felt were missing or could be expanded upon?*

4. Which topics were the most helpful to your practice? (Select all that apply)*

Prospect Profiling™

Contacting & Qualifying Prospects

Sales Conversations

Onboarding Clients

Building Long-Term Client Relationships

Tools & Resources

1. Did you find the provided tools and templates useful? Why or why not?*

2. How would you rate the practical application of the tools provided?*

Extremely Useful

Somewhat Useful

I've never used them

Delivery & Interaction

1. Did the delivery style of the course meet your expecations?*

2. Was the balance of live discussion and pre-recorded content effective for your learning? Would you have preferred more of one than the other?*

3. How engaging did you find the live sessions?*

Very Engaging

Somewhat Engaging

Not Engaging

Impact on Your Practice

1. What measurable changes have you seen in your business since completing the course?*

2. How has the course impacted your approach to sales?*

Which areas of your business improved after completing the course? (Select all that apply)*

Client Acquisition

Sales Efficiency

Revenue Growth

Client Retention

Team Collaboration

Suggestions for Improvement

1. What would you like to see improved or changed in the course? This could include new delivery formats, new topics or features.*

Future Interest

1. Would you recommend this course to other advisors?*

Yes

No

I may recommend after the re-work, yes.

2. What future programs or topics would you be interested in? (Select all that apply)*

Advanced Sales Strategies

Team Leadership and Management

Client Relationship Management

Marketing & Branding for Advisors

First name*

Last name*

Email*

I would like to receive updates on the new "Pipeline to Profit" program.

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We look forward to learning more about you!

Thanks for submitting! We will be connecting with your very soon.

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