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Video Module 01 · Record First
Customer First Contact & Relationships
Every other module assumes the rep knows how to talk to people. This is the foundation — how to handle inbound leads, make the first phone call, communicate professionally, and build relationships that convert.
01
The Inbound Lead
~8 minWhat you'll learn
- What happens the second a lead comes in
- Speed-to-lead benchmarks
- CRM entry and tagging
- The 5-minute rule
02
The First Phone Call
~12 minWhat you'll learn
- Opening script and tone
- Qualifying questions (budget, timeline, decision-makers)
- Setting the appointment
- Handling voicemail and follow-up cadence
03
Email & Text Communication
~8 minWhat you'll learn
- Templates for confirmation, follow-up, and check-in
- When to text vs. email
- Professional tone guidelines
- Response time expectations
04
Building the Relationship
~10 minWhat you'll learn
- Mirroring and rapport techniques
- Asking the right personal questions
- Transitioning from salesperson to trusted advisor
- Long-game follow-up for future projects