Curriculum
- 5 Sections
- 23 Lessons
- 10 Weeks
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- 1. Lead completes application form:2
- 2. Saving Lead information to Dropbox9
- 2.1a. WS Admin to save the information in Dropbox as preparation for the Free 30-Minute Consultation Call for the Sales Consultant
- 2.2b. Copy and paste information from email application form into a Word document
- 2.3c. Ensure the font is changed to Arial and size 10
- 2.4d. Add title “Application Form”
- 2.5e. Highlight all questions in bold font
- 2.6f. Fix formatting if required
- 2.7g. Create new folder for client in Dropbox > Clients > New Folder to be renamed with LAST NAME, FIRST NAME
- 2.8h. Create new subfolder in client’s folder called Meeting Notes
- 2.9i. Save Word document to Clients Meeting Notes Dropbox folder Filename: YYMMDD Application Form with Info for 30-Min Meeting – Name of Lead
- 3. Saving to Sales Consultant’s calendar:5
- 4. Moving the Lead from Stage 1 to Stage 3 of Sales Pipeline:6
- 5. Video Training1