Identity verification
Confirm who the representative is before client deployment.
The long-term moat is a network of representatives clients can trust with their brand, relationships, and market intelligence.
Confirm who the representative is before client deployment.
Review relevant experience, industry context, and role history.
Require product, positioning, authority, and qualification training for each engagement.
Standardize meeting notes, lead capture, expenses, intelligence, and follow-up.
A formal certification can eventually cover representation ethics, lead qualification, conference protocol, CRM reporting, cross-cultural communication, confidentiality, remote executive integration, market intelligence, and authority limitations.
Representative recruitment can begin market by market as client demand develops.