Welcome to Day 1 Of Your Enrollment Director Training

Howdy! We're Universal Accounting Center.

QUIZ - Howdy! We're Universal Accounting Center.

Universal Accounting Center - Our Mission, Vision, Values

BREAK Time

Essence of the calls

Superstar NED

Cut to the Chase - download AND print this off

Action Step Before the Next Video

Cut to the chase

Let's Get YOUR Profile Up On Our Meet Our Team Page!

Connect with Roger on LinkedIn

YOUR SCRIPT!

Let me share an Example of the Script - here's how it should flow:

BE the Prospect!

LOVE WHO YOU WORK FOR - Who Are Our Students?

QUIZ - LOVE WHO YOU WORK FOR - Who Are Our Students?

BREAK Time

The Complete Solution

What We Offer - The Complete Solution

QUIZ - What We Offer - The Complete Solution

Understanding OUR 3 core services

Go to the Profit & Growth Expert Certification Course tab

Go to the Universal CRM Lead and Client Accelerator tab

BREAK TIme

🛠️ Day One Setup

Welcome to Day 2 of Enrollment Director Training

Welcome to Day 2 of Training! - 3 hours of Calls

Go to the Professional Tax Preparer Certification - Tab

Go to the Professional Bookkeeper Certification Program tab

Go to the Notes tab

Go to the Zoho CRM tab

🚨 Training Break Time! 🚨

Cut to the Chase Overview

Introduction

Mini Quiz: Introduction

Cut to the Chase - Rapport

Present Situation - Discovery and Rapport

Mini Quiz: Discovery and Rapport

The Call Back - Set the appointment

Cut to the Chase - APE

Mini Quiz: APE

Easy "E" - APE

Profitable "P" - APE

Achievable "A" - APE

Live Group Role-Play Session: Start Calling- PTP Leads

Live Group Training on RingCentral

Mastering setting Appts

Welcome to Day 3 of Enrollment Director Training

Day 2: Training Recap

Welcome to Day 3 of Training!

APE - (Achievable)(Profitable)(Easy)

Time Zones and UAC Phrases

Tesitmonies

⏸️ Brain Break Time! ⏸️

MAP THE GAP

Mini Quiz: MAP the GAP

Script Training - Business Plan

Mini Quiz: Business Model - Dollars & Dates

⏸️ Training Break Alert! ⏸️

Cut to the Chase - Pain and Paint

Cut to the Chase "PainT"

Sell me this pen - Pain

Welcome to Day 4 of Enrollment Director Training

Day 3: Training Recap

Welcome to Day 4 of Training!

BE PRESENT TODAY

The Professional Tax Preparer

GrowCon

The Solution Offer

Cut to the Chase - Solution

🧠 Training Timeout! 🧠

The SALE

Go to the Professional Bookkeeper Certification Program tab

Live Group Role-Play Session

Script Training - Payment Options example

Mini Quiz: Tuition Closing

🔄 Recharge Mode: ON 🔄

Enrollment After the Close - Tab

Group Enrollment Activity Scenario

How It REALLY Goes Down (Live Calls) - Tab

Welcome to Day 5 of Enrollment Director Training.

Day 4: Training Recap

Welcome to Day 5 of Training!

Call Evaluations - Improving Your Own Performance

Mini Quiz: Enrollment Process

Your Academic Coach

Website

GrowCon

The Solution Offer

🚨 Mental Reset Needed 🚨

Cut to the Chase - Offer/Close

The SALE

Script Training - Tuition Discussion

Pricing Matrix - Tab

Enrollment Process

How It REALLY Goes Down (Live Calls) - Tab

🛑 Sales Superstars: Hit Pause! 🛑

Find YOUR Closing Style

Welcome to Week 2 and Day 6 of Enrollment Director Training & Onboarding

Training Recap: Week 1

Day 6: Welcome to Another Week of Training!

Cut to the Chase - Overcoming Objections

Selling Doubles - PTP/PB

How to sell a double PTP/PB

Professional Bookkeeper Certification - Tab

🌟 Intermission for the Sales Stars 🌟

Live Group Role-Play Session: Doubles

Art of Selling - Tab

☕ Break Vibes Activated ☕

How It REALLY Goes Down (Live Calls) - Tab

📣 Sales Training Assignment 📣

Working the Leads

Welcome to Day 7 of Enrollment Director Training

Training Recap: Day 6

Welcome to Day 7 of Training!

Free Resources

GHL LEADS

Activity: Live Role Play - Claiming a Lead and Delivering a Full Presentation

Link for students to write a review

🎬 Quick Break Before the Next Act 🎬

How It REALLY Goes Down (Live Calls) - Tab

Welcome to Day 8 of Enrollment Director Training

Welcome to Day 8 of Training!

Profit & Growth Expert Certification - Tab

Activity Live Group Role Play Assignment: Profit & Growth Expert (PGE)

Success Coaching - Tab

Activity Live Group Role Play: Advanced Coaching

How It REALLY Goes Down (Live Calls) - Tab

Welcome to Day 9 of Enrollment Director Training

Training Recap: Day 8

Welcome to Day 9 of Sales Training!

Live Role Play Activity: Universal CRM

How It REALLY Goes Down (Live Calls) - Tab

📢 Attention Sales Squad: Break Time! 📢

Welcome to Day 10 of Enrollment Director Training

Training Recap: Day 9

Welcome to Day 10 of Sales Training!

GROWCON - Tab

Live Assignment: GrowCon Pitch Role Play

Accountrepreneur's Journey - Tab

How It REALLY Goes Down (Live Calls) - Tab

Introduction to Lead Nurturing & Follow-Up Strategy

Video ( Uploading video, these are talking points)

Website Links

Use the UAC website to help you close

The Website is Your Best Sales Assistant - Video

Leveraging the "Welcome Journey" Page in Follow-Ups

Utilizing the "Your Perfect Solution" Page in Follow-Ups

Personalizing Follow-Ups with Targeted Resources "Better Employment"

Personalizing Follow-Ups with Targeted Resources: Start a business

Personalizing Follow-Ups with Targeted Resources: Build a business

Personalizing Follow-Ups with Targeted Resources: Get Certified

Use GROWCON as a selling tool - Follow up

Use Our Free Resources as a selling tool - Follow up

Calling Leads: Text First

Offering Free Resources to Maintain Engagement

The Universal Accounting Journey Page

Follow up with Our Ebooks

Red to Black - Ebook (Send in follow up)

In the Black - Ebook (Send in follow up)

Your Strategic Accountant" eBook - (Send in follow up)

"Your Profit & Growth Expert" - Ebook (Send in follow up)

7 Figures Funding: Send in follow up for "Firm owners"

Using the W-2 & 1099 Opportunities in Your Follow-Up

Using the Money Management Video Course in Your Follow-Up

The Toolbox, Newsletter & Community Engagement

Using the UAC Social Media in Your Follow-Up

Using our UAC Business Resources Page for follow ups

Mini Quiz: Lead Source

WE HELP OUR STUDENTS LAND OPPORTUNITES

Customer Journey & System Workflow - ST

Customer Journey & System Workflow - Turnkey Process

Our Turnkey Business Plan

Selling the Turnkey Business Plan

Professional Bookkeeper- Overview

Mini Quiz: Professional Bookkeeper - Overview

Key Points for PB Bundle

The Professional Bookkeeper Program - Script

Mini Quiz: PB Key Points

Four Main Reasons Students Enroll in our PB course

Professional Bookkeeper Certification (PB)

Color Accounting Course - Script

Bookkeeping Basics - Full Charge Bookkeeping

The QuickBooks Specialist - Script

QB Online Bootcamp Quiz

Payroll Made Easy Course - Script

Bookkeeping Basics - The Double Entry Accounting

Mini Quiz: PB

Customer Journey & System Workflow - PB

Approval

Jobs a student can get after the course

Professional Tax Preparer - Overview

The Professional Tax Preparer - Script

AFSP - SCRIPT

QUIZ - Certification Programs Overview - Professional Tax Preparer

Professional Tax Preparer Certification Program

PTP Key Points

PTIN and EFIN

Mini Quiz: PTP

AFSP - Annual Filing Season Program

Mini Quiz: PTP 2

UACTax - Tax Preparation Software

UAC Tax Software

Mini Quiz: UAC Tax Software

States with Special Requirements to Practice as a Professional Tax Preparer

CTEC

Selling EA

Mini Quiz: Enrolled Agent (EA) Certification

Customer Journey & System Workflow - PTP

Approval

Jobs a student can get after the course

Profit & Growth Expert - Overview

The Profit & Growth Expert - Script

Mini Quiz - Profit & Growth Expert - Overview

PGE Key points

Mini Quiz: PGE Key Points

PK - Profit & Growth Expert Certification Course

Why Advisory? The Highest Value Accounting Service

Mini Quiz: Profit & Growth

Customer Journey & System Workflow - PGE

R2B

Approval

Universal CRM Accelerator - Intro Video

Universal CRM

Mini Quiz: CRM 1

Universal CRM Lead and Sales Accelerator Presentation

Mini Quiz: CRM 2

Universal Accounting CRM Accelerator - FREE WEBINAR with Chris Forsey

CRM Live Sale - Tag Team - Aja and Clay

Mini Quiz: CRM 3

Universal CRM Accelerator PP

CRM EMAIL

Customer Journey & System Workflow - Universal CRM

Success Coaching - Script

Meet Robyn Mons

Why Our Students NEED Success Coaching

Mini Quiz: Success Coaching

Success Coaching

Mini Quiz: Success Coaching

Your Academic Coach - Script

Schedule their first session with Robyn.

GROWCON – The Ultimate Event for Accounting Professionals

Key Points for Pitching GrowCon

Mini Quiz: GROWCON

GrowCon Orientation Scheduling

GrowCon - Script

🎥 GrowCon

Enrollment Processing - Overview

Pricing Matrix - Finalizing the Terms of Enrollment

Lesson Quiz - Student Enrollment Processing Overview

Initiating and Finalizing the Student Enrollment Agreement Directly in the ZohoSign App - Silent Demo 4:30

Schedule the Orientation Call with Robert Knecht and Your New Student

Processing the Tuition Payment in iTransact

Working Enrollment Process: Step-by-Step Guide

Processing the Working Enrollment in ZOHO CRM

Processing the Student Enrollment and Courses in Thinkific

Art of Selling

Mini Quiz: Art of Selling

The Sales Champion's Sales Cycle

Mini Quiz: Sales

Sales skill

Overcoming Objections

Mini Quiz: Handling Student Objections

7 Incremental Commitments That Assure Seamless Enrollment

8 WORDS YOU DON’T WANT TO USE!

Mini Quiz: Sales

Cut to the Chase – Finding Your Best Sales Strategy

Daily Routines and Calling Priorities

Why notes are important

What should be in notes

Recording and Responding

NOTES - Sales Conversation and Activity Documentation

Mini Quiz: Notes

Additional Lead Sources

Time Zones for Calling

The Accountrepreneur's Journey - The Big Picture

QUIZ - The Accountrepreneur's Journey - In Business FOR Yourself, but not by Yourself

THE UNIVERSAL ACCOUNTREPRENEUR'S JOURNEY - The BIG Picture.

Make Accountrepreneur Success a HIGH Priority: Hierarchy of Habits

Mini Quiz: Accountrepeneur's Journey

Voicemail - Set up

RC Extension and Click to dial

How to use RingCentral

RingCentral Training Guide

Personal Voicemail Setup

Call Handling & Directory Guide - Transfers

How to Turn On RingCentral AI Notes During a Call

SMS communication - Ring Central

ZOHO CRM - Systems for Your Sales Success - Introduction to CRM Structure and List Management

Working the leads 1-7, 8-14, 15-30

Mini Quiz: ZOHO CRM

ZOHO CRM EMAIL SET UP - GMAIL-ZOHO INTEGRATION

Email Setup

Strategies and Tactics to Manage Claimed Leads

FOLLOW UP like a pro.

👻 Getting ghosted?

Zoho Sign Enrollment Forms

How to Clone an email template

Pricing Matrix Overview

Pricing Matrix - Course Selection

Aja - Ouesmane Diallo - PTP - 110821

Review - Aja and Ouesmane Call - PTP PIF

Aja-Francois Nahimana-PTP-PIF-111421

Review - Aja-Francois Nahimana Call - PTP-PIF

Scott-Macyerlin Guzman-DocuSign Process 111221

Aja - FirstCall - Courtney Vidrine

Aja - Closing Call - Courtney Vidrine

Scott - Sale - Margia Perez

Aja, Clay Tag Team for $11,400 UBB/AC Enrollment

Aja - Amy Enright 09-07.22

Matt & Mohammad

Carl - Aime Murenzi

Aja - Conico Gray

Matt - First Call Jenelle Cooper

Matt - Closing Call Jenelle Cooper

Aja - Darwin Brown

Gary - Ebony Calhoun

Aje - Emily Lapoint

Debbie King - Justin White 081624

Introduction to Strategic Selling

You Need More Yeses

First Impressions Matter

Positioning Matters - You Are The Expert

Understanding the Decision Making Process

The 4 Customer Types

Understanding Yourself & Others

Trust - Connecting with others

Losing the Sale

Going Beyond Selling To Those Like You

Every YES has a Dollar Value, Every NO a Cost

A Recap & Overview

Time to do YOUR B.A.N.K assessment

Introduction to B.A.N.K - Blueprint Types

The Action Type Individual

Contrasting Blueprint & Action Types

The Nurturing Personality