Licensee Training

Before you begin

These video files are VERY large and we have stored them on Amazon’s super-fast servers. However, when we have several new trainees, everyone is pinging the same files. If the server is going slowly, please follow these steps:

1. Do NOT keep refreshing the screen. This makes it worse by using even more resources from the already-taxed system
2. When you go to a new page, wait 30 seconds before hitting play. This will allow the video to buffer in the background and allow for smooth playing.
3. Occasionally, you will see a chat box in the bottom right corner. That is our automated answer bot. We have programmed hundreds of commonly-asked questions with direct links to the training and resources you need. We encourage you to use this tool as it pops up occasionally or at https://salesqb.com/ask any time you need it.

Getting Started

Download Detailed Training Overview

Administration

Module 1a

Module 1b

Module 1c

Marketing Philosophies

Module 2a

Module 2b

Marketing Quick Start

Module 3

Module 3-1

Ongoing Marketing

Module 4

Sales Process

Module 5-1

Module 5-2

Module 6

Audit Debrief

Module 7

Potential Objections

Module 8

Beginning the Engagement

Module 9

Following the Roadmap

Module 10

Upsell Opportunities

Module 11

Client Retention

Module 12

Support

Module 13

Supplemental Materials

Technology Marketing Primer

Sales Virtualization – Intro

Sales Virtualization Module 1

Sales Virtualization Module 2

Sales Virtualization Module 3

Sales Virtualization Module 4

Sales Virtualization Module 5

Creating a PRSP

Client Presentation of SalesMap