Crystal Clear Essentials™: Goal Setting and Getting Things Done
This training kit is designed to increase team retention, customer loyalty, and measurable CX results — fast. Use it as a done-for-you workshop, team meeting module, or internal leadership training.
You’ll receive:
- Editable Slide Deck
- Facilitator Guide
- Participant Workbook
- Assessment or Quiz
- Ice Breakers and Energizers
- Access to INSIDE View Community
You’ll receive:
- Editable Slide Deck
- Facilitator Guide
- Participant Workbook
- Assessment or Quiz
- Ice Breakers and Energizers
- Access to INSIDE View Community
Can you relate to these pain points?

How do I build customer loyalty?

How do I enhance customer experience?

How do I create more innovative, effective, and longer-lasting Customer, community and donor experiences that will earn trust and loyalty for the long haul?
Wouldn’t it be great if you could…

IGNITE leaders and align your organizational culture with the changing world

EXCITE employees and attract top talent through an exceptional culture

DELIGHT customers through every interaction on their journey
Goal Setting and Getting Things Done Objectives:
Overcome procrastination
Manage time effectively
Accomplish important tasks
Self-motivate
Create SMART goals
OBJECTIVES
Course Modules
Goal Setting is one of the most basic and essential skills to develop. What makes a good goal? We touch on goal characteristics, time management, making a to do list, and what to do when setbacks occur. This training will provide the knowledge and skills for your participants to complete more tasks and get things done.
Our Goal Setting and Getting Things Done training will cover strategies to help your participants overcome procrastination. These skills will translate into increased satisfaction in their professional and personal lives. Your participants will learn about the goal setting characteristics of successful people and how they too can become happier and more productive individuals.
Module One: Getting Started
Module Two: Overcoming Procrastination (I)
Module Three Overcoming Procrastination (II)
Module Four: Four P’s of Goals Setting
Module Five: Improving Motivation
Module Six: Wise Time Management
Module Seven: Tips for Completing Tasks
Module Eight: Increase Your Productivity
Module Nine: To Do List Characteristics
Module Ten: SMART Goals
Module Eleven: Mistakes Will Happen
Module Twelve: Wrapping Up
PRICING
Flexible Options to Suit Your Needs:
Single Kit
(DIY Access)- Editable Slide Deck, Facilitator Guide, Participant Workbook, Assessment, Ice Breakers and Energizers, Access to INSIDE View Community. Perfect for managers & HR teams who want simple and ready-to-use training.
Single Kit
(PRO Access)- Everything in DIY + Live Coaching Support, Facilitator Tips, Training Checklist, Pre/Post Email Templates, 5 Follow Up Emails, Toolkit for Engagement, Downloadable Participant PDF.
*** For Crystal – Edit LIVE coaching support to follow up after they purchase—recorded coaching support was included in the purchase.
Training Built for Your Team
(On-Site or Online)Want a certified trainer to customize and deliver this to your team?
Online or In-person Options Available → Starting at $3500 – $7500 USD
Usage Rights: Internal use only. Editable + customizable to your company brand. Not for resale or redistribution.
TESTIMONIALS
What people are saying
Crystal came to speak at The Burlington Networking Group (BNG) this March on how to WIN and KEEP customers through Employee & Customer Experience. She gave us a taste of her vast knowledge on this topic and provided additional tools and resources to ignite us to be better leaders and provide positive customer experiences.
Salma Burney
Operations & Team Support, Guelph Royals
Crystal for taking the time to custom tailor the training to the specific needs of our company. The customized presentation coupled with your enthusiasm and passion for great customer experience is infectious and provided an amazing experience for our management team. We look forward to a successful partnership.
Corey Sparkman
HOCO “Fun by the Falls”
Start Your Journey With Us!
Are you ready to elevate yourself and your business? Get in touch!
Shaping the Leadership Landscape
Award-winning executive and globally acclaimed speaker
Shaping the Leadership Landscape
Award-winning executive and globally acclaimed speaker
Part of the Crystal Clear Essentials™ Training Series
RESOURCES
