Day 2 Morning: Intro Materials
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Quick Intro about Changes (4:35)
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Our Mission (11:13)
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Our Core Values (20:24)
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Expectations for the Sales Team (15:18)
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Your "Sales" Persona (12:23)
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Our Competitive Advantage (40:47)
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Let's Get Organized (12:17)
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How We Communicate - Hubspot, Gmail, Slack (4:04)
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Intro to Google Drive (1:29)
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Intro to Google Calendar (1:55)
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Set Up Your Google Calendar (4:22)
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Intro to our Hubspot Calendars (3:06)
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Intro to Zoom (4:49)
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Zoom Call Labeling (4:47)
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Intro to Kixie (phone calls, voicemail, texts) (1:50)
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Intro to Hubspot (2:56)
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Our Legal Agreements (6:54)
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Sales Team Playbook
Day 2 Afternoon: Tech
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Exciting Tech Changes: 19 min
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Calendar / Hubspot / Follow-up (104:51)
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How You'll Know About Bookings (5:05)
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How to Deal with No Shows: 4 min
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Hubspot Overview Video from Ronald: 40 min
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How to "Correctly" Complete a Task in Hubspot: 1 min
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How to Set-up your Follow-up Calendar in Hubspot: 15 min
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How to Set up Your Hubspot Email Integration from Ronald: 5 min
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How to Use the Hubspot Extension: 2 min
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How to Set Up Your Signatures in Gmail & Hubspot: 3 min
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Update Your LinkedIn Profile
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Info about Spammer (3:19)
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Steps to Take if Get Spam or Suspected Spam Booking (2:33)
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SET-UP: Your Tools
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MEET: with Manager
Day 3 Morning: Prepping for "The Zooms"
Day 3 Afternoon: Prepping for "The Zooms"
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Script: 1st half & updating in Hubspot (61:42)
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Script: 2nd half (63:48)
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How to Change the Script for an Employer: 7 min
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Common Qs & Quoting (49:51)
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Bonus Training on Physician Ownership: 8 min
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How to Prep Before Your Calls: 8 min
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What To Do After an NP Zoom: 10 min
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What To Do After an Employer Zoom: 7 min
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Meet: with Manager
Day 4: Advanced Sales Topics
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Assortment of Advanced Sales Topics (156:58)
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Overcoming Objections (58:43)
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Opportunities for Lead Gen
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Good Sample Zoom Call #1: Value Adds (22:54)
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After the Zoom: Value Adds (5:26)
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Good Sample Zoom Call #2: Price Stacking, Next Steps (20:24)
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After the Zoom: Price Stacking, Next Steps (5:00)
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REVIEW: Slack channels (2:26)
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MEET: with Manager
Day 5: Legal & Policies
