education and training


Friday, October 21, 2022 - 11:00 am - 12:00 pm


1A     Estimating Challenges & Finding Clarity

  • Discover different approaches to estimating - from the most basic tools to using software & technology
  • Explore ways to change to your estimate, including how to create and/or revise a change order?
  • Learn answers to the most frequently asked questions (FAQs) including hourly, binding/non-binding, a price range, and charges for materials
  • Understand the importance of communicating changes in estimates with clients

Presenters: Margaret Zamora, NextPhase Move Assistance, San Diego, CA; Cathy Bates, Practical Solutions, Redlands, CA


9A     Being Fearless - Mitigating Risk in Your SMM Business

  • Understand why risk vs. reward is part of the algorithm of any successful business
  • Learn when to act, where to take on risk, why to take on risk, and how to evaluate and identify the risks you encounter as a move manager
  • Discover how sales and marketing strategies, as well as contracts, are part of mitigating risk
  • Explore techniques to successfully work outside of your comfort zone and to trust your team

Presenter: Zack Baker, Arranging It All, Austin, TX


17A     Customer Service IS Your Loyalty Program

  • Understand why your Customer Experience should be as honed, structured and flawless as possible to capture referrals, recommendations and, ultimately, repeat business
  • Discover how the Net Promotor Score (NPS) – a simple measurement tool used across a wide variety of industries – can calculate your customer engagement and satisfaction
  • Learn how to map your customer's experience to the Net Promotor Score (NPS) and discover how your company is scoring and how you can expect those scores to forecast future business
  • Learn how to re-engineer your “Customer Journey” plan from the ground up (or to break down your existing process and start fresh) to ensure your customers boost your Net Promotor Scores (NPS)
  • Hear how communication is the most critical component of the Customer Experience – often more than the service itself

Presenter: AJ Schneider, The Wheaton Group, Indianapolis, IN


25A     Climbing to the Top: Websites & SEO Optimization

  • Learn the basics of SEO and the importance of their organic content in determining search engine rankings
  • Explore tried and true methods for long-term search engine ranking improvements, including identifying key words
  • Understand what SEO is, how it works in the real world, and what methods for improving search engine ranking actually work (and which don't)
  • Develop your personal plan for improving your web presence instantly
  • Create on-going timelines and schedules for new content 

Presenter: Marie Liebetrau, Potomac Digitek, Gaithersburg, MD

Contact Us

PO Box 209, Hinsdale, IL 60522
Phone: 248.442.5859   |   Monday - Thursday, 9:00 am - 5:00 pm ET | Friday, 9:00 am - 1:00 pm ET   |   Find a Specialty or Senior Move Manager®   |   Become a Specialty or Senior Move Manager®