Course curriculum

  • 1

    Note to Admin

  • 2

    PROSPECTING: Setup

    • Setup Your Spreadsheet
    • Freezing Columns
    • The Prospecting Jedi Tool
  • 3

    PROSPECTING: Tasks

    • Finding Your Prospects
    • The Spreadsheet
    • The Secret To Finding The Right Contact Info
    • Verifying Contacts
    • Finding Important, Detailed Information
    • Additional Notes
  • 4

    COLD EMAIL & OUTREACH: Setup

    • Scheduling Tool
    • Drafting Your First Email - Strategy
    • Email 2 - Strategy
    • Email 3 - Strategy
    • The Real, MUST HAVE Secret Weapon
    • The Script That Works
    • Recording Your Vidyard - Tips + Tricks
    • Naming your Vidyard Video
  • 5

    Building Your QuickMail Campaign

    • QuickMail - Your brand new Best Friend
    • 1. Getting your email connected
    • 2. Creating a Custom Attribute
    • 3. Adding your Email Signature
    • 4. Inputting the Campaign into QuickMail
    • 5. Additional Settings in your Campaign
    • 6. Add Yourself as a Prospect
    • 7. "Review" Your Campaign
    • Your campaign is LIVE!
  • 6

    Sending Your List!

    • 1. Download .CSV Sheet
    • 2. Import Prospects + Select Proper Fields
    • 3. Update Date Column
    • 3. Confirmation Email
    • 4. Celebrate!
    • Cool Features of Quickmail
    • A Booked Call with NO Email Response
  • 7

    WHEN A PROSPECT BECOMES A LEAD: Setup

    • Color Code Your Spreadsheet
    • Lead Tracking System
    • Next Steps
  • 8

    WHEN A PROSPECT BECOMES A LEAD: Tasks

    • When A Prospect Becomes A Lead, Highlight Them
    • Enter the Lead Into Your Lead-Tracking System
    • When A Prospect Says No, Highlight Them
    • When A Prospect Signs Up, Highlight Them