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Account Executive Training

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  1. Section 1: Systems & Processes

    Intro To Systems & Processes
  2. Gsuite/Email
  3. Google Calendar
  4. Slack
  5. Zoom
  6. Kixie
  7. Sales Dashboard/Payment Invites
  8. Financing
  9. Summary of Systems & Processes
  10. Section 2: Hubspot
    Intro To Hubspot
  11. Contact Records
  12. Deal Records
  13. Updating a Contact or Deal
  14. Meetings
  15. Meeting Gen Process
  16. Contact Merge
  17. Section 3: RYM Sales Training
    Intro To RYM
  18. Discovery Call Overview
  19. Discovery Call Intro
  20. Discovery Call - Expectations
  21. Discovery Call - Qualifications Part 1
  22. Discovery Call - Qualifications Part 2
  23. Discovery Call - Qualifications Part 3
  24. Discovery Call - Q & A
  25. Discovery Call - The Close
  26. Member Dashboard Walkthrough
  27. Bank Qualification - Part 1
  28. Bank Qualification - Part 2
  29. Bank Qualification - Part 3
  30. Bank Qualification - Part 4
  31. Bank Qualification - Part 5
    1 Quiz
  32. Objection: Why can't I do this on my own?
  33. Objection: High or variable interest rates
  34. Objection: Bank freezes or calls
  35. Objection: Cheaper competitors
  36. Summary of RYM Sales Training
  37. Section 4: RYD Sales Training
    Intro to RYD
  38. Meetings and Sales Structure
  39. Funded Trading Accounts
  40. Understanding Education and Key Concepts
  41. Summary Of RYD Sales Training
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