Course curriculum

  • 1

    WELCOME TO UNIVERSAL ACCOUNTING CENTER

    • Welcome from Roger Knecht - President, Universal Accounting Center

  • 2

    DAY 1 - ONBOARDING and ORIENTATION

    • Objectives For Day 1

    • Let's Get the Paperwork Out of the Way!

    • Howdy! We're Universal Accounting Center.

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

    • SELF-QUALIFIED PROSPECTS - How We Get Qualified Leads for You to Call.

    • Your Working Palette - Getting It All Set Up

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

    • DAY 1

  • 3

    Chapter 2

    • Lesson 2

  • 4

    Chapter #3

    • Day 3

  • 5

    Day 4

    • Day 4

  • 6

    Chapter 5

    • Day 5

  • 7

    Chapter 6

    • Day 6

  • 8

    Chapter 7

    • Day 7

  • 9

    Chapter 8

    • Day 8

  • 10

    Chapter 9

    • Day 9

  • 11

    FINAL STEPS - Processing A Student Enrollment After the Close

    • Enrollment Processing - Overview

    • Lesson Quiz - Student Enrollment Processing Overview

    • Initiating and Finalizing the Student Enrollment Agreement in DocuSign

    • DocuSign Processing Practical Application

    • Processing the Tuition Payment in iTransact

    • Processing the Student Enrollment and Courses in Thinkific

    • Thinkific Student Enrollment Practical Application

    • Processing the Working Enrollment in ZOHO CRM

    • Zoho CRM Student Enrollment Practical Application

  • 12

    Selling Advanced Coaching

    • Why Our Students NEED Advanced Coaching

  • 13

    Chapter 10

    • Day 10

  • 14

    Chapter 11

    • Day 11

  • 15

    Chapter 12

    • Day 12

  • 16

    Chapter 13

    • Day 13