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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
Account Executive Training Bank Qualification – Part 2
Lesson 28 of 41
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Bank Qualification – Part 2