Job Aids & Guides

Writing Effective Emails Tips
Tip sheet for writing effective emails that accompanies the Writing Effective Emails training

Meeting Expectations
Handout that showcases expectations for both meeting attendees and facilitators

Addressing Hesitations
Role Play activity sheet that walks Sales Associates through combatting customer hesitations

Product Guide Template
Quick Guide for Sales Associates to use when they need credit program information

Culture Code Worksheet
Worksheet based on the Women's Center for Leadership Daniel Coyle Culture Code Event

Dare To Lead Worksheet
Worksheet based on the Women's Center for Leadership Brené Brown Dare To Lead Event

Duo Authentication Help Guide
IT Help Guide for setting up and using the smartphone security software, Duo Authentication

Restoring Zoom Pro Access
Guide to walk employees through regaining their access to the Zoom Pro service

GoAnywhere SFTP Outlook Plugin
Guide to walk employees through installing and setting up GoAnywhere Secure File Transfer

Resetting Windows Passwords
Guide to walk employees through resetting and choosing their new Windows password

Pre-Printed Disclosure Ordering
Guide to walk retail employees through re-ordering pre-printed disclosure booklets

Sales Receipt Requirements
Guide to walk retail employees through the requirements for any printed receipts they provide