Training Videos

Introduction & Overview

Automations 1 - Lead Reach Out

Automations 2 -Quote Follow-Up & Others

Automations 3 - Tech Quote Follow-Up

Conversations

Conversation Templates

Opportunities View

Interacting with Prospects

Inspections & Requested Follow-Up Days

Example Interaction

Entering New Opportunities

Example of a Sales Scenario

Example of an Inspection Scenario

Zoom Training

This is the original (unedited) zoom training we did on 7/12/23. You will get more concise training from the videos above, but can watch this if you want the whole picture together.