TRG_Internal

TRG_Internal has been a member of Linktree for 3 months and joined in June 2026. Resources TRG_Internal has populated their site with include: • TRG Welcome Page • Executive 5 Year Sales Strategy • 5 Year Marketing Strategy • Golf Outing Folder • Onboarding - Retention - Offboarding SOP 2026 • One Pager - Expectations • Sell & Pass Retainer Expectations • What We Sell SOP • Zoho SOP • Prospecting Pipeline Development • Prospecting & Pipeline Development - Field Reference • Bi-Annual Strategic Growth Sessions (Reviews) SOP • 2027 - 2030 Price Increase Strategy • OMG Investment & Profit Grid with Hourly • Sandler Lifecycle Potential • Retention & Churn Dashboard - Sandler by The Ruby Group • Sandler Program Economics Dashboard • Sandler Program Economics Calculator • Program Overview - 2026 With OMG & Updated Slides • Training Center Only Program • SCC - Program Overview • Sandler Recruiting Training Program • Sandler AI Roleplay - All Info • Client Success - Delivery & Retention System PPT • Onboarding Process - At a Glance • New Account Onboarding Touchpoints • New Participant Onboarding Questionnaire Process • New Client Questionnaire Example • New Retainer - Account Notes Process • Application Meeting Attendance Tracking & SGA Uploads Process • Sandler Growth Academy Info • Sandler Growth Academy - Stealth Mode / View Client Progress • Sandler Growth Academy Reporting • Identifying Client Expansion Opportunity • Bi-Annual Strategic Growth Session (Review) SOP • Bi-Annual SGS - Trainer Checklist • Bi-Annual SGS Scheduling Email Template (Trainer Use) • EXAMPLE - Bi-Annual Strategic Growth Session Template • Bi-Annual SGS Debrief Template • 5 Year Marketing Plan