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MCTP 2 - Initiation & Needs Analysis

This course covers the initial customer contact after initiation including the techniques for conducting a thorough customer needs analysis.  Sections include:

  • Introduction to Initiation & Needs Analysis
  • Phone Initiation
  • The Stages of Competence
  • Written Initiation
  • Response Practice
  • Practice
  • Exercises

This course is one part of the 6 part IAM Move Coordinator Training Program. Learners who successfully complete the 6 part program will receive a Certificate of Achievement for the IAM Move Coordinator Training Program. IAM Members may purchase each course for US$50 each or purchase the Program Bundle for a discounted US$250.

Please note that access to the course will expire 180 days after you purchase the course or bundle.

About the Course Instructor
Ray daSilva started his career in the moving industry as a military moving consultant in Anchorage, Alaska in 1978. Ray quickly advanced to sales, managerial and executive roles at some of the industry’s leading companies including 23 years at the Crown Worldwide Group.

His experience has included designing and implementing innovative learning and professional development programs.

He currently resides in Washington, DC where he is President of Mobility Exchange LLC, a strategic consulting and technology company focused on serving the moving, relocation and mobility services industries.