1. Contract Training An ACEware Webinar

2. Contract Training Topics Why is Contract Training different? Course Setup Registering Participants Billing Budgets Finding Customers

3. vive la différence !

4. 1. Fixed Price 2. One payer 3. Payer may not be attending 4. Not worried about filling class (thats the clients job!)

5. Course Setup

6. Course Screen Setting the Category and/or Course Type to Contract Allows easy reporting of your contract training activities

7. Sponsoring Firm Link The Sponsoring Firm field allows you to Link this class to the specific FIRM requested the training

8. Sponsoring Firm

9. (Fee) Order Matters!

10. Quick Reports not just for statistics! Notice the Contract Cover Letter & Training Summary? Theyre in the Course Quick Reports / Class Descriptions area.

11. Registering Participants

12. Speed Registration

13. 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, CEUs and status are the same

14. How to... Speed Register Alt + Z Select course from list

15. If your system does not use SSNs, 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.

16. 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

17. Mass Register

18. 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

19. Clicking 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

20. 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 youve made your final selections, click Done

21. 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

22. Billing

23. Billing Only Record A billing record allows you to associate a name with a course that is not a participant. No CEUs 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.

24. Payment Plan The Payment Plan allows you to spread payments over several months. The Payment Plan button is activated by the Billing Payment Type

25. Budgets

26. Budgets Planned, not promised

27. Finding Hot Prospects!

28. The ole Top 10! Reports / Statistics / Names / Performance Sorting

29. Run the report by names or firms View the Top 10 or Top 50 Rank by money paid, courses taken, CEUs or Hours

30. And finally...

31. Be a solution seller Listen for needs Ask probing questions Understands the issues of the company Be proactive in the approach Doesnt show the catalog to sell training Isnt an order taker »Kathy Yeager, Contract Training Edge

32. Want to know who needs you? Check the classifieds! Companies that are hiring frequently need training Theyre hiring! They have money!

33. Need more ideas? Kathy Yeager Contract Training Edge kyeager@ctedge.net www.ctedge.net (913) 593-5347

34. Our next webinar... Tuesday, September 15 A Student Manager Driving Lesson know your shortcuts