Course curriculum

  • 1

    Introduction/Kick Off

    • Kick Off

    • Onboarding Success Milestone
  • 2

    Set Up

    • How to Add Your Users

    • How to Register a User

    • Sales Behavior Map Template

    • Setting Up Sales Behaviors

    • Code Groups Template

    • Setting Up Code Groups

    • Adding Custom Fields

    • Clients Template

    • Project Data Template

    • How to Import Data
  • 3

    Team Training

    • Followup Academy User Certification Email Template

    • Preparing Your Team For Training

    • During Team Training

    • Post-Training Meeting
  • 4

    Reports

    • Followup CRM Reporting Tools
  • 5

    Leveraging Followup CRM in Sales Meetings

    • Why a Weekly Sales Meeting is So Important, Featuring Gregg Wallick

    • How to Run a Successful Sales Meeting: Part 1

    • How to Run a Successful Sales Meeting: Part 2

    • How to Run a Successful Sales Meeting: Part 3