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Sales Call Strategy
Getting Started
Training Overview
Terms of Use
Note Taking Workbook [Download]
Sales Call Strategy Training
Setting the Stage (6:06)
Preparing for Your Call (2:44)
During Your Call (14:04)
After Your Call (3:58)
Next Steps (3:08)
Resources and Downloads
Qualifying Questions [PDF]
Sales Call Script [PDF]
Sales Call Checklist [PDF}
Post Call Review Survey [PDF]
Follow-up Email Templates [PDF]
BONUS: Highlighting Your Next Steps
Collecting Payment
Onboarding Your New Client
Kolbe Overview
BONUS: Trello Board
Trello Overview + Introduction
Setting Up Your Board (1:39)
Adding Checklists + Labels
Follow-up Checklist
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Kolbe Overview
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