— 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

6 calls

Matt's Calls Training — MANDATORY watch

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

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.

Materials

Resource 1 — Matt's session with a $100k client (Loom)www.loom.com/share/bdd4e543bfe8443089e4e6e536ffbcf5 Resource 2 — Example call: financially constrained client won over (Zoom)us02web.zoom.us/rec/play/m4cIqkSD1Zt97BDPbyD8FbDqJfjKteVJny3cJH1jfXZHolx6bweAnBa8hE5KQs2Wzyumjy9yD5jh2ddo.Tq1-umXeeoKxaXnT?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fus02web.zoom.us%2Frec%2Fshare%2FaRzeIG-zay1W2vmVP2CvMYBzj9VQ5VxA-xfjkcGwVmH_rXadaYrLZhAV7C_tnXqg.FCcnnmOeo61fCkur

Website Funnel — INTERNAL USE ONLY

Website funnel Account Manager Training and full build walkthrough

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.

Materials