FullCircl Essentials
Suitable for: New and existing users seeking to learn or remind themselves of the fundamentals of FullCircl and establish a robust profile that serves as a gateway to improved business insights and enhanced relationships.
Key topics covered:
- Introduction to FullCircl and setting up your profile
- Uploading and managing your client portfolio
- Pre-qualification screening with pre-configured checks*
- Overview of engagement signals feature*
- Strategies for conducting comprehensive client research
- FullCircl's mobile capabilities for business on the go
*included with certain Smart package training only
FullCircl Advanced
Suitable for: Existing users seeking to deepen their knowledge and optimise the platform's use. Learn advanced skills and use insights to enhance efficiency, and understand the full picture of their clients and their world.
Key topics covered:
- Techniques for finding and targeting new businesses
- Creating bespoke news filters for specific client insights
- Understanding and leveraging your sector dynamics
- Enhance insights with advanced watchlists for a complete view
FullCircl Refresher
Suitable for: Both current and returning users, this refresher training ensures your FullCircl profile is up-to-date and aligned with best practices. Learn about the latest features and developments to maximise your platform use.
Key topics covered:
- Overview of new features and functionalities
- Spring cleaning existing watchlists and news filters
- Best practice reminders portfolio management
- Advanced techniques for exploring various datasets for in-depth client research
LinkedIn 101 Profile
Suitable for: New and existing LinkedIn users. This course is tailored for professionals who want to establish a strong online presence, effectively communicate their expertise, and make a lasting impression on potential employers or clients.
Key topics covered:
- Grasping the essence of your digital reputation
- Techniques for an effective LinkedIn headline
- Structuring the 'About' section with pivotal achievements
- Best practices for profile pictures and banner selection
- Strategies for LinkedIn profile optimisation
- Skills for analysing profiles for business prospects
LinkedIn for Professionals
Suitable for: Established LinkedIn users seeking to elevate their presence and engagement. This course is designed for those who aim to strategically expand their network, utilise advanced LinkedIn features, and seamlessly integrate tools like FullCircl to foster meaningful conversations and collaborations.
Key topics covered:
- Strategically expand your network with valuable connections
- Utilising 'Also viewed' and other advanced research features
- Evaluating the difference between connections and followers
- Demonstrating your expertise by sharing relevant content
- Engaging your audience using FullCircl content
Insight Led Outreach
Suitable for: Sales professionals looking to enhance their outreach strategies by leveraging personalised insights. You will learn to distinguish between insight led outreach and traditional cold emailing, gaining the skills to create targeted, effective communication that resonates with your audience.
Key topics covered:
- Identify the key benefits of using a personalised, research-driven outreach strategy.
- Develop skills to craft messages that capture the attention of key decision-makers.
- Utilise strategies to identify and target the appropriate contacts within an organisation.
Financial Awareness
Suitable for: Those wanting to build a solid understanding of the three main financial accounts, how to read and interpret them, and how to use the information they contain to make strategic business decisions.
Key topics covered:
- Define the three main types of financial accounts.
- Use financial statements to make informed business decisions.
- Interpret financial data to derive meaningful insights about business performance and strategy.
Identifying Underinsurance
Suitable for: Insurance professionals looking to equip themselves with the knowledge and skills to identify, assess, and address underinsurance, ensuring comprehensive protection against potential risks.
Key topics covered:
- Discuss the financial and operational impacts of underinsurance on individuals and business.
- Recognise the indicators and red flags of underinsurance in various insurance policies.
- Analyse company accounts for upsell/new insurance opportunities
Collaborative Banking
Suitable for: banking professionals seeking to enhance their expertise in collaboration, customer experience, and revenue growth, while mastering risk management and strategic objectives to drive success across departments
Key topics covered:
- Gain a holistic view of client portfolios by understanding the full range of banking opportunities available, enabling informed decision-making across departments.
- Apply cross-team collaboration strategies to enhance customer experience, revenue growth, and risk management.
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