contract training an aceware webinar. contract training topics why is contract training different?...

ContractTraining

An ACEware Webinar

Contract TrainingTopics

• Why is Contract Training different?

• Course Setup

• Registering Participants

• Billing

• Budgets

• Finding Customers

vive la différence!

1.Fixed Price2.One payer3.Payer may not

be attending4.Not worried

about filling class (that’s the client’s job!)

Course Setup

Course Screen

Setting the Category and/or Course Type to “Contract”

Allows easy reporting of your contract training activities

Sponsoring Firm LinkThe Sponsoring Firm field allows you to Link this class to the specific FIRM

requested the training

Sponsoring Firm

(Fee) Order Matters!

Quick Reportsnot just for statistics!

Notice the Contract Cover Letter & Training Summary?They’re in the Course Quick Reports / Class Descriptions area.

Registering Participants

SpeedRegistration

When should you use Speed Registration?

• Large group of students who are part of one company or organization (before or after the event)

• Any group of people with one payor

• When all registrations are for a single course

• Hours, CEU’s and status are the same

How to . . . Speed Register

• Alt + Z• Select course from list

If your system does not use SSN’s, check the Name Find Entry

If not checked, automatically enrolls student when name is selected. Otherwise, asks for confirmation

Default new names in a

contract class to “Do Not

Mail”

Fill in options as appropriate

Click Add Names to select participants.

New name?When a new name appears and is not yet available on the name list, hit the Esc key to access the Brief Name Entry screen and enroll the new participant

MassRegister

Mass Register•Mass register lets you to register all registrants from one course into another course. Perfect for contract or sequential programs.

From the course screen, click

Mass Register

Mass RegisterClicking Mass Register allows you to FIND the new course in which to register the current roster of students.

The pop up screen lets you set up the defaults for this “batch” of registrations in the new course

Mass Register

In the Data Preview Screen, remove the check mark next to any name who will not move to the next class. To assist you, grade, status, reg code and misc code are visible.

When you’ve made your final selections, click DoneDone

Keep in mind . . . • Mass Register does

not address payments

• Mass Register does check new class for duplicate names and eliminates names already in the target class

Billing

Billing Only Record

A billing record allows you to associate a name with a course that is not a participant. No CEU’s or hours will be awarded to this person. Billing records are identified as ‘PAYOR’ in the Student List and Roster. Enrollment Counts do not include records identified as ‘PAYOR’.

Payment Plan• The Payment Plan allows you to spread

payments over several months.

The Payment Plan button is activated by the Billing Payment

Type

Budgets

BudgetsPlanned, not promised

Finding Hot Prospects!

The ‘ole Top 10!

•Reports / Statistics / Names / Performance Sorting

•Run the report by names or firms

•View the Top 10 or Top 50

•Rank by money paid, courses taken, CEU’s or Hours

And finally . . .

Be a solution seller• Listen for needs• Ask probing questions• Understands the issues of the

company• Be proactive in the approach• Doesn’t show the catalog to sell

training• Isn’t an “order taker”

» Kathy Yeager, Contract Training Edge

Want to know who needs you?Check the classifieds!• Companies that are hiring

frequently need training• They’re hiring! They have money!

Need more ideas?

Kathy YeagerContract Training

Edge

kyeager@ctedge.netwww.ctedge.net(913) 593-5347

Our next webinar . . .• Tuesday, September 15

• A Student Manager Driving Lesson• know your shortcuts