Course curriculum

    1. Sales #1 CRM Basics - Adding a Company/Property/Aerial Image

    2. Sales #2 Schedule Inspection Task

    3. Sales #3 Completion of Inspection

    4. Sales #4 Customer Ready Inspection Report

    1. Service #1 Creating/Scheduling Ticket

    2. Service #2 TECHNICIAN/Mobile View

    3. Service #3 Review/Invoicing

    1. Production #1 Tools and Settings

    2. Production #2 Sold Opportunity to Project Scheduled

    3. Production #3 Project Foreman in the Field

    4. Production #4 Review, Edit and Send Daily Progress Reports

    1. Sales Leadership 101

    2. Learning the Workflows

    3. Auditing the Book of Business

    4. Sales Methodology & Strategies

    1. Intro - Service 101

    2. Service Tools Tour

    3. The Big 3

    4. Service Estimating

About this course

  • Free
  • 19 lessons
  • 1.5 hours of video content

Discover your potential, starting today