Course curriculum
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1
WELCOME TO UNIVERSAL ACCOUNTING CENTER
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Welcome from Roger Knecht - President, Universal Accounting Center
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2
DAY 1 - ONBOARDING and ORIENTATION
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Objectives For Day 1
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Let's Get the Paperwork Out of the Way!
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Howdy! We're Universal Accounting Center.
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LOVE WHO YOU WORK FOR - Who Are Our Students?
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SELF-QUALIFIED PROSPECTS - How We Get Qualified Leads for You to Call.
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Your Working Palette - Getting It All Set Up
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ZOHO CRM - Systems for Your Sales Success - Introduction to CRM Structure and List Management
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DAY 1
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3
Chapter 2
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Lesson 2
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4
Chapter #3
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Day 3
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5
Day 4
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Day 4
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6
Chapter 5
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Day 5
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7
Chapter 6
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Day 6
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8
Chapter 7
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Day 7
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9
Chapter 8
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Day 8
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10
Chapter 9
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Day 9
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11
FINAL STEPS - Processing A Student Enrollment After the Close
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Enrollment Processing - Overview
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Lesson Quiz - Student Enrollment Processing Overview
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Initiating and Finalizing the Student Enrollment Agreement in DocuSign
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DocuSign Processing Practical Application
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Processing the Tuition Payment in iTransact
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Processing the Student Enrollment and Courses in Thinkific
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Thinkific Student Enrollment Practical Application
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Processing the Working Enrollment in ZOHO CRM
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Zoho CRM Student Enrollment Practical Application
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12
Selling Advanced Coaching
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Why Our Students NEED Advanced Coaching
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13
Chapter 10
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Day 10
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14
Chapter 11
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Day 11
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15
Chapter 12
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Day 12
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16
Chapter 13
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Day 13
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