Explore the full suite of training

A Continual Learning Journey

Our comprehensive suite of courses is meticulously designed to guide your users on a continual learning journey, equipping them with the skills for success. The curriculum is designed for continual development in mind, enabling users to be updated on new features and improvements, providing opportunities for skill refreshment.

CPD (Continuing Professional Development) Certified logo
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FullCircl Essential Training

Suitable for: New and existing users seeking to learn or remind themselves of the fundamentals of FullCircl and establish a robust profile that serves as a gateway to improved business insights and enhanced relationships.

Key topics covered:

  • Introduction to FullCircl and setting up your profile
  • Uploading and managing your client portfolio
  • Pre-qualification screening with pre-configured checks*
  • Overview of engagement signals feature*
  • Strategies for conducting comprehensive client research
  • FullCircl's mobile capabilities for business on the go

*included with certain Smart package training only

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FullCircl Advanced Training

Suitable for: Existing users seeking to deepen their knowledge and optimise the platform's use. Learn advanced skills and use insights to enhance efficiency, and understand the full picture of their clients and their world.

Key topics covered:

  • Techniques for finding and targeting new businesses
  • Creating bespoke news filters for specific client insights
  • Understanding and leveraging your sector dynamics
  • Enhance insights with advanced watchlists for a complete view

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FullCircl Refresher Training

Suitable for: Both current and returning users, this refresher training ensures your FullCircl profile is up-to-date and aligned with best practices. Learn about the latest features and developments to maximise your platform use.

Key topics covered:

  • Overview of new features and functionalities
  • Spring cleaning existing watchlists and news filters
  • Best practice reminders portfolio management
  • Advanced techniques for exploring various datasets for in-depth client research

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LinkedIn 101 Profile Basics

Suitable for: New and existing LinkedIn users. This course is tailored for professionals who want to establish a strong online presence, effectively communicate their expertise, and make a lasting impression on potential employers or clients.

Key topics covered:

  • Grasping the essence of your digital reputation
  • Techniques for an effective LinkedIn headline
  • Structuring the 'About' section with pivotal achievements
  • Best practices for profile pictures and banner selection
  • Strategies for LinkedIn profile optimisation
  • Skills for analysing profiles for business prospects

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LinkedIn for Professionals

Suitable for: Established LinkedIn users seeking to elevate their presence and engagement. This course is designed for those who aim to strategically expand their network, utilise advanced LinkedIn features, and seamlessly integrate tools like FullCircl to foster meaningful conversations and collaborations.

Key topics covered:

  • Strategically expand your network with valuable connections
  • Utilising 'Also viewed' and other advanced research features
  • Evaluating the difference between connections and followers
  • Demonstrating your expertise by sharing relevant content
  • Engaging your audience using FullCircl content

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Bespoke Sessions

Suitable for: a variety of settings including team meetings, company-wide events, and specialised requirements.

Our bespoke training solutions are meticulously crafted to meet unique organisational needs. We offer the flexibility to adapt existing courses to address specific workflows or company initiatives. Previous customised offerings have included comprehensive courses on 'Identifying Under-Insurance', 'Insight-Led Outreach', and the 'Cyber Security Focus Initiative'.

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FullCircl Essential Training
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FullCircl Advanced Training
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FullCircl Refresher Training
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LinkedIn 101 Profile Basics
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LinkedIn for Professionals
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Bespoke Sessions
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FullCircl Enablement Plans

From the very outset of our partnership, we are committed to being by your side, ensuring that you and your team fully harness the capabilities of our software. Our Enablement Plans go beyond mere proficiency in using the software; they represent a collaborative journey towards growth and improved performance. This enduring commitment extends throughout the duration of our contract, ensuring that you receive continual support and guidance to maximise the benefits of our software solutions.

Customer lifecycle management

Tailored Strategies

Custom-crafted to align with your evolving business needs, integrating innovative features and tackling new challenges.

Customer engagement metrics

Continuous Learning

Focused on ensuring teams are adept with the latest tools and trends, boosting skills in key areas like social media and specialised departmental tactics.

FullCircl customer promise

Bespoke Training

Offers sector-specific content and training, reinforcing team engagement and boosting efficiency and effectiveness, reflecting FullCircl's commitment to your broader business success.

FullCircl Enablement Plans

Enablement plans are not just about mastering software; they're a partnership for growth and enhanced performance


January

FullCircl Leadership
Sessions

Feburary - March

FullCircl Essentials
Sessions

March - April

FullCircl Advanced
Sessions

May

LinkedIn 101 Session

June

Bespoke Regional Growth Day
Support

June

LinkedIn For Professionals
Session

September -November

FullCircl Refresher
Sessions

Customer lifecycle management

Tailored Strategies

Custom-crafted to align with your evolving business needs, integrating innovative features and tackling new challenges.

Customer engagement metrics

Continuous Learning

Focused on ensuring teams are adept with the latest tools and trends, boosting skills in key areas like social media and specialised departmental tactics.

FullCircl customer promise

Bespoke Training

Offers sector-specific content and training, reinforcing team engagement and boosting efficiency and effectiveness, reflecting FullCircl's commitment to your broader business success.

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Training Best Practice

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Over 600 FullCircl clients

12 Attendees
Minimum

Our sessions, whether online or in-person, need at least 12 attendees and for best effectiveness, no more than 50 participants.

Insights on UK and Irish companies

Leadership
Attendance

We recommend team leaders and management join the training sessions to underline their importance and boost team engagement and attendance.

CMA9 institutions

Required
Equipment

Please bring laptops or tablets to our interactive sessions. For in-person sessions, a large display or projector is needed for platform demonstrations.

FullCircl NPS

Session
Feedback

We aim to implement a system for gathering feedback and monitoring user progress, either through feedback surveys or follow-up calls.

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Post Training Support

We provide a comprehensive range of post-training support options, including mop-up sessions, informative PDFs, bite-sized videos, and session recordings for later viewing. Catering to diverse learning styles and needs, we ensure you have all the resources you require.

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Unlock your team's full potential with FullCircl training

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