THIS WEEK'S SPOTLIGHT

• 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 Lileth 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

This will help assist you in getting into a proper selling situation after your meeting. This is as important as giving the meeting. This is also the part of the process that generates your income.

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