— Account Manager Training

Training calls and materials.

Every recorded training call, with the supporting docs, decks, and references discussed on the call attached underneath.

Recordings
10 calls
Jacob Vice's Training — MANDATORY watch

Meta Ads training

JV1
Focus

Meta ads walkthrough from our Lead Media Buyer, plus the SDR phone process and post-booking follow-up that turn booked calls into attended calls.

Outcome

AMs can speak credibly about Meta ad performance and make sure booked leads are confirmed, followed up and recovered after no-shows.

Watch recordingZoom · cloud recording
Jordan's Training — MANDATORY watch

Managing Challenging Clients — example of David Platt

J2
Focus

How to handle difficult, frustrated or demanding clients — walked through with a real example (David Platt): setting expectations, defusing tension and steering the relationship back to results.

Outcome

AMs can stay calm and in control with challenging clients, and turn tough conversations into clear next steps.

Watch recordingZoom · cloud recording
Matt's Calls Training — MANDATORY watch

Getting clients to take their own sales calls — two example sessions

M1
Focus

Resource 1: Matt shows a $100k client how easy and beneficial it is for them to take their own sales calls, largely through breaking down the simplicity of the sales and marketing process. Resource 2: an example call doing the same thing — showing a client why it's genuinely in their best interest to take their own sales calls. This client was financially constrained and had repeatedly said he wanted a hands-free business, but by the end of the session he was totally up for it.

Outcome

Both sessions highlight the expected KPIs at each stage, which gave the clients a massive amount of comfort and clarity — ones for everybody to learn from.

Website Funnel — INTERNAL USE ONLY

Website funnel Account Manager Training and full build walkthrough

05
Focus

FOR INTERNAL USE ONLY — do not share with clients (except the kickoff call scripts, which are client-safe). Full walkthrough of the website funnel build plus how to upsell on the kickoff call.