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Talent and Organizational Development

Talent Engagement and Branding
Branding activities, talent strategy, career path development, and engagement surveys.
Employee Onboarding
Organizational coaching and onboarding for new employees.
Employee Reviews
Employee touch-base meetings with support for feedback and HR documentation.
Talent Acquisition
Candidate vetting, compensation negotiation, and leadership debrief post-hire.
Performance Improvement Coaching
Organizational-based coaching and improvement plans for underperforming employees.
Leadership 360 Feedback
Leadership self-assessment and feedback from colleagues, followed by individual coaching.
Producer Sales Training
Intensive producer training program across multiple topics.
Custom Training Sessions
Tailored trainings for sales or service teams.
Toy Brain

Talent and Organizational Development

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Atlante Desk Work

Services

Empowering organizations to excel through strategic leadership, tailored coaching, and comprehensive management solutions that drive performance, optimize processes, and foster lasting success

Strategic Planning and Execution

Elevate your organization’s strategy with monthly leadership meetings, annual off-site goal setting and planning, and ongoing ad hoc coordination services.

Leadership Touch Base Meetings

Coordinate and move important projects forward with consistent and intentional leadership meetings.

Executive Leadership Coaching

Foster dynamic leadership with monthly tailored coaching sessions, strategic debriefs, and dedicated project support.

Sales Professional Coaching

Enhance sales performance through detailed sales pipeline reviews and goal tracking partnered with direct feedback to leadership.

Sales
Management

Group sales maintenance and reporting with conversations surrounding strategic prospect and client discussion.

Service Professional Coaching

Maintenance of goals and projects for Account Managers and CSRs implementing strategic routines.

Service Team Management

Streamline your team’s efficiency with consistent service meetings and continuous tracking of goals and progress.

Strategic Revenue and Payroll Management

Optimize financial oversight with monthly reports and meetings on revenue and payroll, coupled with strategic discussions on compensation and staffing.

High Priority Project Management

Designed to define, track, and complete high-priority projects involving all stakeholders. Ensuring full project implementation codified in agency processes.

Proactive Project Management

Designed to define, track, and complete proactive projects involving all stakeholders. Ensuring full project implementation and codified in agency processes.

Market Strategy and Management

Streamline your market strategy by organizing key carrier and wholesaler lists, distributing essential updates, and optimizing incentive plans for brokers and direct sales teams

Talent Engagement and Branding

Strengthen your agency’s appeal through comprehensive branding, strategic talent integration, career path development, and insightful engagement initiatives.

AD HOC SERVICES
  • Recruiting

  • New Producer Sales Training

  • New Employee Onboarding and Goal Setting

  • Performance Improvement Plan Coaching

  • Organizational Diagnostic

  • Custom Trainings

  • Employee Touch Base Review Process

  • Leadership 360 Feedback Process

  • Strategic Exit Interviews

Our Services

Strategic Planning and Execution
Leadership Meetings
Executive Coaching
High Priority Project Management
Proactive Project Management
Professional Sales Coaching
Sales Management
Professional Service Coaching
Service Team Management
Talent Engagement and Branding
Talent Acquisition
Producer Sales Training
Employee Onboarding
Performance Improvement Coaching
Custom Training Sessions
Employee Reviews
Leadership 360 Feedback
Revenue and Payroll Management
Organizational Diagnostic
Exit Interviews
AD HOC SERVICES
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Strategic Planning and Execution
Monthly strategic leadership meetings, ad hoc coordination, and access to all Atlante IP.

Leadership and Strategic Planning

Leadership Meetings
Regular coordination on in-process tasks and urgent items.
Executive Coaching
Monthly coaching and project support for leaders.
High Priority Project Management
Defining and tracking critical projects with leadership involvement.
Proactive Project Management
Tracking and implementing proactive initiatives for improvement.
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Leadership and Strategic Planning

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Sales and Service Coaching
White Bowl 5
Talent and Organizational Development
White Bowl 5
Organizational Operations and Analytics

Explore Our Areas of Focus

Click on an area below to learn more

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Sales and Service Coaching

Professional Sales Coaching
Coaching sessions focusing on pipeline management and goal setting for sales teams.
Service Team Management
Monitoring and reporting goals within service teams.
Sales Management
Tracking and supporting sales teams’ goals through group meetings.
Professional Service Coaching
Coaching sessions for service professionals with feedback and goal alignment.
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Sales and Service Coaching

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Contact Us To Schedule
A Meeting

What are you interested in?
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Revenue and Payroll Management
Managing payroll and revenue reports, focusing on profitability and compensation strategy.

Organizational Operations and Analytics

Organizational Diagnostic
Employee coaching with multiple working sessions and ongoing reviews.
Exit Interviews
Exit interviews with leadership debrief and strategy incorporation.
Data Processing

Organizational Operations and Analytics

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