American Veteran Roofing and Restoration
Welcome and Introduction
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Welcome and Icebreaker
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Core Values in Action
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Company Structure and Roles
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Policies and Standards
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Types of Projects We Handle
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Your Role as a Sales Representative!
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Job Description
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Your KPI's!
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What is EOS and Level 10 Meetings?
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Company Meetings
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Sales Meeting & Training
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Commission
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New Hire Packets, Book #1 and Book #2
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5 & 5
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Apps and Tools
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Breaks and Questions
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Building your MINDSET!
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Roofing Sales
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Will you be the EXCEPTION?
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GOALS - FULLFILLMENT 40 - 6 BRICKS
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CURRICULUM - ALL PAPERWORK MUST BE COMPLETED AND TURNED IN - STAFF DO NOT PRINT THESE COPIES - REFERENCE ONLY
D2D Academy by Sam Taggart
Introduction to Tools and Applications
Job Nimbus Basic Process
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CRM Training
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JobNimbus Functionality Limits
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Introduction, New User Setup, and Sales Checklist
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Google Calendar & JobNimbus Integration
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Job Nimbus Leads
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Setting up a Sales Appointment Task
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Sales Boards in JobNimbus
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How to Send an Email Through JobNimbus
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Email Templates in JobNimbus
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CRM Practice Session
Job Nimbus Advanced Sales Process
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Advanced CRM Training Introduction
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Assigning Sales Rep to Job
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Updating Job Status
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Editing a Job in JobNimbus
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Taking Photos through a Job in JobNimbus
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Intro to Tasks in JobNimbus
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Adding a Task to JobNimbus
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How to Complete a Task in JobNimbus
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Job Nimbus Sales Forms 1.1
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Job Nimbus Sales Forms 1.2
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Job Nimbus Sales Forms 1.3
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Job Nimbus Sales Forms 1.4
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Creating a New Document in JobNimbus
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How to Sign a Contingency in JobNimbus
Whale
Roofle / RoofQuotePRO
Hail Trace
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Introduction to Hailtrace
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Hailtrace Impact Reports (94:47)
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Hailtrace Desktop (17:29)
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The Hailtrace App
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Hailtrace: 3 Ways to Find the Storm and Get there first!
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How to Create a Hailtrace Asset
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Hailtrace Drop Pin
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Hailtrace: Avoiding Neighborhoods Without Damage
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Asset Filters: Highlight Opportunities & Monitor Your Team
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Find Storms At An Address
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Lead List: Data For Impacted Properties
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Impacted Assets: Monitor Properties & Call Before Competition
Eagleview
Microsoft Outlook
Cam Scanner
Pitch Gauge
Microsoft Office
Weather App
Paperworks and Documents
