Autoplay
Autocomplete
Previous Lesson
Complete and Continue
WEEK 1: CRM, TOOLS, APPS, AND DOCUMENT MANAGEMENT MASTERY
American Veteran Roofing and Restoration
About the Company (1:56)
Welcome! (9:41)
Quick Quiz!
Meet Daniel Byrd!
Introduction Summary
Welcome and Introduction
Welcome and Icebreaker
Core Values in Action
Company Structure and Roles
Policies and Standards
Types of Projects We Handle
Your Role as a Sales Representative!
Job Description
Your KPI's!
What is EOS and Level 10 Meetings?
Company Meetings
Sales Meeting & Training
Commission
New Hire Packets, Book #1 and Book #2
5 & 5
Apps and Tools
Breaks and Questions
Building your MINDSET!
Roofing Sales
Will you be the EXCEPTION?
GOALS - FULLFILLMENT 40 - 6 BRICKS
CURRICULUM - ALL PAPERWORK MUST BE COMPLETED AND TURNED IN - STAFF DO NOT PRINT THESE COPIES - REFERENCE ONLY
D2D Academy by Sam Taggart
S.E.R.V.E. with H.E.A.R.T.
MINDSET (11:54)
WORK ETHIC (12:47)
AREA MANAGEMENT (21:10)
Control Your Schedule More
STORM APPROACH PRINCIPLES (7:54)
RETAIL APPROACH PRINICIPLES (8:23)
PRESENTING PRINCIPLES (46:32)
OBJECTION PRINICIPLES (24:03)
HOW TO HAVE SUCCESS (7:30)
Introduction to Tools and Applications
Tools and Apps to Use
Job Nimbus Basic Process
CRM Training
JobNimbus Functionality Limits
Introduction, New User Setup, and Sales Checklist
Google Calendar & JobNimbus Integration
Job Nimbus Leads
Setting up a Sales Appointment Task
Sales Boards in JobNimbus
How to Send an Email Through JobNimbus
Email Templates in JobNimbus
CRM Practice Session
Job Nimbus Advanced Sales Process
Advanced CRM Training Introduction
Assigning Sales Rep to Job
Updating Job Status
Editing a Job in JobNimbus
Taking Photos through a Job in JobNimbus
Intro to Tasks in JobNimbus
Adding a Task to JobNimbus
How to Complete a Task in JobNimbus
Job Nimbus Sales Forms 1.1
Job Nimbus Sales Forms 1.2
Job Nimbus Sales Forms 1.3
Job Nimbus Sales Forms 1.4
Creating a New Document in JobNimbus
How to Sign a Contingency in JobNimbus
Whale
Introduction to Whale
Whale New User Login Checklist
How to search for information in Whale
Searching for information using Alice AI in Whale
Following Links on Cards in Whale
Roofle / RoofQuotePRO
Introduction to RoofQuote PRO
How to Enter Leads and Generate a Roof Quote (0:55)
Hail Trace
Introduction to Hailtrace
Hailtrace Impact Reports (94:47)
Hailtrace Desktop (17:29)
The Hailtrace App
Hailtrace: 3 Ways to Find the Storm and Get there first!
How to Create a Hailtrace Asset
Hailtrace Drop Pin
Hailtrace: Avoiding Neighborhoods Without Damage
Asset Filters: Highlight Opportunities & Monitor Your Team
Find Storms At An Address
Lead List: Data For Impacted Properties
Impacted Assets: Monitor Properties & Call Before Competition
Eagleview
Eagleview (2:37)
Introduction to Eagleview
Microsoft Outlook
Beginners Tutorial
Mailbox Management
Introduction to Microsoft Outlook
Other Essential Tools
Zoom
Fireflies
GroupMe
ChatGPT
Cam Scanner
Cam Scanner Introduction
Cam Scanner Video Guide
Pitch Gauge
Introduction to Pitch Gauge
Pitch Gauge Video Guide
Microsoft Office
Introduction to Microsoft Office
Microsoft Word
Microsoft Excel
Weather App
The Weather Channel App/Website
Paperworks and Documents
PAPERWORK
Teach online with
Introduction Summary
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock