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Account Executive Training
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Section 1: Systems & Processes
Intro To Systems & Processes -
Gsuite/Email
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Google Calendar
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Slack
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Zoom
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Kixie
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Sales Dashboard/Payment Invites
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Financing
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Summary of Systems & Processes
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Section 2: HubspotIntro To Hubspot
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Contact Records
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Deal Records
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Updating a Contact or Deal
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Meetings
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Meeting Gen Process
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Contact Merge
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Section 3: RYM Sales TrainingIntro To RYM
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Discovery Call Overview
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Discovery Call Intro
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Discovery Call – Expectations
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Discovery Call – Qualifications Part 1
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Discovery Call – Qualifications Part 2
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Discovery Call – Qualifications Part 3
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Discovery Call – Q & A
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Discovery Call – The Close
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Member Dashboard Walkthrough
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Bank Qualification – Part 1
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Bank Qualification – Part 2
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Bank Qualification – Part 3
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Bank Qualification – Part 4
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Bank Qualification – Part 51 Quiz
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Objection: Why can’t I do this on my own?
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Objection: High or variable interest rates
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Objection: Bank freezes or calls
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Objection: Cheaper competitors
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Summary of RYM Sales Training
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Section 4: RYD Sales TrainingIntro to RYD
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Meetings and Sales Structure
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Funded Trading Accounts
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Understanding Education and Key Concepts
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Summary Of RYD Sales Training
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