Prepare the Path
Build the structure that turns your plans into consistent action
Customer appointments, outreach and daily tasks all compete for your attention. Prepare the Path helps jewellery professionals organise their work, create useful customer materials and manage opportunities from first enquiry through to purchase and beyond.
This is one of eight courses in the Certified Jewelry Professional programme. It contains six units in the Toolset track.
What you will learn
By the end of this course, you will be able to:
- Set practical goals, prioritise your time and review your progress.
- Plan coordinated customer outreach across store visits, digital channels and events.
- Create clear, consistent materials that support customer conversations.
- Track sales opportunities and identify the next action for each customer.
- Use customer records and pipeline measures to guide your decisions.
- Identify suitable tasks for automation and assess tools that fit your workflow.
Who this course is for
Prepare the Path is for jewellery retail professionals who want a more organised approach to managing their time, customer relationships and sales opportunities.
It is particularly useful for associates balancing appointments, outreach, follow ups and administrative work.
Managers and coaches can use the course to help their teams establish shared routines, prepare customer materials and use records more effectively.
What the course covers
Manage Your Business
Set SMART goals and use the Eisenhower Matrix to prioritise your work. Apply the Plan, Do, Check, Act cycle to review your progress and make practical improvements.
Structure Your Outreach
reate a repeatable plan for reaching and engaging customers. Use the RACE model and a customer touchpoint map to coordinate store activity, social media, messaging, email and events.
Create Tangible Assets
Develop materials that make your proposition clear and relevant. Use messaging frameworks to shape presentations, brochures, quotations and follow up messages around a defined audience and purpose.
Track Your Pipelines
Map each customer’s progress from first contact to purchase. Use a visual pipeline and the Four Rs of Follow Up to record interactions, review opportunities, set reminders and respond appropriately.
Maintain Your Records
Leverage Technology and Automate
Identify repetitive tasks that could benefit from automation. Apply the Assess, Integrate and Maximise framework to evaluate suitable tools and make more time for work that needs your expertise.
How learning works
Each unit combines a short learning video with a quiz and an individual activity.
You will apply the ideas to your working routine, developing goals, an outreach plan, customer materials and a system for managing opportunities.
The Coach format adds resources for guided discussion, group activities and team development.
Choose how to use this course
For individuals
Work through the six units at your own pace. Watch the videos, check your understanding and complete activities that connect the course to your career and daily work.
For coaches
Guide colleagues through the same six units, individually or as a group. Alongside the learner content, this format includes group activities, facilitation guides, coaching guides and downloadable PowerPoint presentations to help you prepare and lead the learning.
Course details
Estimated study time: 8 hours
Access period: 12 months
For individuals: US$99
For coaches: US$149
Bundle discounts available
Certificate of completion
Receive the CJP Institute Certificate of Completion when you complete all course content and achieve 100% on the quiz.
Using the course with your team
Coaches can use the learning materials, facilitation guides, coaching guides and downloadable PowerPoint presentations with their team.
Each learner must have their own account to receive a certificate.
Part of the CJP programme
Prepare the Path is the second course in the Toolset track of the Certified Jewelry Professional programme. It follows Define Your Proposition, helping you put your offer into practice through organised outreach, customer materials and consistent sales management.
CJP Affiliates
The Jewellery Industry Network (JIN) Australia was created to assist and connect all areas and types of businesses within the jewellery industry.
Certified Jewelry Professional
Build the mindset, knowledge, and practical skills to become a trusted adviser, create exceptional customer experiences, and develop a career you can be genuinely proud of.
Learning Assets
Through expert led videos, practical worksheets, individual and group activities, knowledge checks, and structured coaching support, learners build understanding, apply new skills, reinforce knowledge, and continue developing long after the course is complete.
Video Lessons
Learner Worksheets
Exercises and Activities
Knowledge Quizzes
Coaching Assets
Through structured coaching conversations, reflection exercises, and development prompts, they reinforce workplace application, encourage continuous improvement, and help transform new knowledge into lasting professional habits and improved performance.
Facilitator Guides
