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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
  7. Hubspot Setting Up Your Lead Pipeline
  8. Aircall How To
  9. Sakari How To
  10. Hubspot Meetings Links
  11. Slack How To
  12. Financing Tools
  13. Set Your Own Discovery Calls
  14. Discovery Call Overview
  15. Discovery Call Intro
  16. Discovery Call – Expectations
  17. Discovery Call – Qualifications Part 1
  18. Discovery Call – Qualifications Part 2
  19. Discovery Call – Qualifications Part 3
  20. Discovery Call – Q & A
  21. Discovery Call – The Close
  22. Secure Payment Invite
  23. Member Dashboard Walkthrough
  24. Hubspot Update Deal Price
  25. Hubspot Contact Merge
  26. Objection: Why can’t I do this on my own?
  27. Objection: High or variable interest rates
  28. Objection: Bank freezes or calls
  29. Objection: Is Velocity Banking better?
  30. Objection: Cheaper competitors
  31. Bank Qualification – Part 1
  32. Bank Qualification – Part 2
  33. Bank Qualification – Part 3
  34. Bank Qualification – Part 4
  35. Bank Qualification – Part 5
    1 Quiz
Quiz 1 of1

Final Quiz

Derrick
Employee Training Bank Qualification – Part 5 Final Quiz