In this training webinar, LiaJean McHenry (Sr. Training Manager) will share how to use the Stencils feature to drive peer comparisons that help you uncover opportunities with clients.
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In this training recording, LiaJean McHenry, Sr. Training Manager, covers our Target-Maps feature, the logic behind it, and ultimately how you can use it in your client meeting process.
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Join LiaJean McHenry (Sr. Training Manager) on July 21st at 3 p.m. ET to learn how to use Discovery to make your data collection process more efficient and potentially uncover new client or prospect assets.
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