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Employee Training

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  1. Intro to AE Training
  2. Setting Your Schedule
  3. Hubspot Overview
  4. Hubspot Record Overview
  5. Hubspot Deal Overview
  6. Hubspot Updates to Contact Record Part 1
  7. Hubspot Updates To Contact Record Part 2
  8. Hubspot Setting Up Lead Pipeline
  9. Kixie Training
  10. Sakari How To
  11. Hubspot Meetings Links
  12. Slack How To
  13. Financing Tools
  14. Set Your Own Discovery Calls
  15. Discovery Call Overview
  16. Discovery Call Intro
  17. Discovery Call - Expectations
  18. Discovery Call - Qualifications Part 1
  19. Discovery Call - Qualifications Part 2
  20. Discovery Call - Qualifications Part 3
  21. Discovery Call - Q & A
  22. Discovery Call - The Close
  23. Secure Payment Invite
  24. Member Dashboard Walkthrough
  25. Hubspot Update Deal Price
  26. Hubspot Contact Merge
  27. Objection: Why can't I do this on my own?
  28. Objection: High or variable interest rates
  29. Objection: Bank freezes or calls
  30. Objection: Is Velocity Banking better?
  31. Objection: Cheaper competitors
  32. Bank Qualification - Part 1
  33. Bank Qualification - Part 2
  34. Bank Qualification - Part 3
  35. Bank Qualification - Part 4
  36. Bank Qualification - Part 5
    1 Quiz
Employee Training Kixie Training
Lesson 9 of 36
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Kixie Training

Derrick