THIS WEEK'S SPOTLIGHT

Meeting with Schools' Union Delegate

• Be confident by presenting yourself that the Union Delegate is expecting you
• "I'm here to see (Union Delegate name). Can you please let him/her know I'm here?"
• "I'm with the, United Schools Associates the endorsed provider for Chicago Teachers Union. My name is ________ ."
• Smile
• Say very little
• GOAL -
• meet with Schools' Union Delegate
• Schedule a morning Coffee and Donut Membership Appreciation Day
• ITEM NEEDED:
• School Opening Binder
• (2) Leave Behind Packet (one for delegate and one for Principal)
• Meeting all kinds of CPS staff: security, custodial, maintenance, clerk
• Be friendly and upbeat
• Make a friend
• TIPS:
• Ask to see the delegate by name
• Best time to see visit: early morning before school
• Alternative next best times: Mid-morning, Mid-afternoon or 10 minutes before dismissal
• Never go when near the time students are arriving or dismissal
• 1^st encounter will be the “Gatekeeper” usually the Clerk, Admin Assistant or even the Assistant Principal
• Sound and act like you already have an appointment.

Script for when Union Delegate is NOT Available

Union Delegate IS Available

• TIPS
• Get to the point quickly – Delegate don’t have much time.
• During Professional Development Days - Always seek to set up a faculty meeting with the Principal then meet with the Delegate (See training manual for setting up meeting with Principal)

Script for when Union Delegate IS Available

Next Steps

• Contact the office to make sure the school is in BenSelect
• Order the food
• Have enough Benefit Review forms
• Gather decorations
• See page 105 in the Playbook for the Checklist

• Don't see the need
• Don't think they can afford
• Question of the representative's or company's credibility

Therefore if we know these three reasons going into the sale and prepare ways to overcome these objections, we increase our odds of making a sale.

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