Course curriculum

  • 1

    Welcome to the Sales Team

    • Intro

    • The Role of Sales in the Organization & Feedback

    • Pushing Agents Toward Success

    • Evaluating Value of Each Call

    • Some Money Ain't Worth It

    • You Don't Need to Know GHL

    • Leaning On The Team
  • 2

    Products

    • Product Overviews

    • Agent CRM - Selling the Essential

    • Agent CRM Pro + 699 Guarantee

    • Loanne.Ai (Voice AI)

    • Agency Program

    • Deal Sweeteners - How & When to Use
  • 3

    Making the Sale

    • Intro

    • How to Process a Sale (Form Submission)

    • UPDATE NEEDED: How to manually ring in a sale/formatting

    • Managing Payments and Scheduling Message Reminders
  • 4

    Regular Tasks

    • Reviewing Zendesk Sales Folder

    • Monitoring the Facebook Group

    • Using Power Dialers

    • New Loanne Client Setup
  • 5

    Policies

    • Quota Expectations & Performance Standards

    • Bonuses

    • Calendar Priority & Lead Distribution Policy

    • Whose Deal Is It?

    • Product Tiers, Commission Differences & Routing Policy

    • Process Protection = Commission Protection
  • 6

    Misc

    • Slack Lead Notifications

    • Changing Contract Text
  • 7

    Agency Program (Pending Buildout)

    • Intro

    • Fill Onboarding Form

    • Working With Project Team (Fulfillment)

    • Setting Agencies Up For Success

    • Being the "Bad" Guy

    • After Launch (Success Check Ins)

    • Tracking with Google Sheet