Cannon Financial Institute

Call Center Foundations

This foundational course will focus on the topics of segmenting, branding, pre-call planning, discovery, closing, and listening skills.

Students engage in this online experience through eLearning, videos, discussions, and building and working through each skill assignment with a Cannon coach as a part of this program.


  • Transitioning Inbound Service Calls into Opportunities
  • Segmentation & Service
  • Pre-Call Planning
  • Branding Message & Value Proposition
  • The Initial Contact
  • Handling Client Concerns
  • Active Listening
  • Effective Discovery
  • Presentation Skills
  • Closing Skills
  • Annual Review

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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