Trainers

Morning Prep

Review Tasks

Update Pipeline with LMS status

Onboarding calls

Scheduling calls

Lead Training Calls

End of Day Admin

Finish onboarding/scheduling calls if you have any

Prep spreadsheets for tomorrow's calls

Update training pipeline tickets (complete tickets after call 6)

Send zoom recording to agents from the day

Complete Highs & Lows Form

Completed statuses

Admin (no AMS) - 83%

Admins (with AMS) - 84%

Non Admin - 63%

Team members are allowed to skip sections 1 & 2 which are titled with "admin." Agency owners, and managers, are expected to complete the course in full.

Some videos will not pertain to an agency (ams integration, they will only watch 1 email integration video, and web lead vendor integrations) so they will not be at 100% completion. 

Trainers earn commission for collecting testimonial calls and Google reviews.

Testimonials - $150

Google Review - $50

*Trainers earn commissions on 1 video per agency. Agencies earn 1 free training call for completing a testimonial video. If they choose to submit more, that is great, but you are paid for 1 video, and they receive 1 free training call. 

Video Ask (Testimonials)> 

https://www.videoask.com/f3ehb5ly7

Thanks for reaching out! Since I am on calls with agencies all day, I am not active in my email during normal business hours. Emails will be responded to within 24 hours.

If this email in regards to accessing your course, please refer to the video on our onboarding page. This was sent to you in your initial onboarding email.

If you need administrative assistance from Accelerated Automation:
Call 208-514-2744 or email support@acceleratedautomation.net

If you need Agency Zoom support, you can choose any of the following:

Attend one of Accelerated Automation's Support Calls
www.acceleratedautomation.net > Courses

Purchase Private Training Time
www.acceleratedautomation.net under Products

Reference the HELP section or open a chat directly in Agency Zoom

We do not offer support via email, phone, text, or direct messaging on social media.

Thank you & happy automating! 

1. Cancel policies in our AZ

2.  Add the inactive tag 

3. Remove from FB group

Paid Training Calls

*Follow these steps when you see a paid training call on your calendar

New Agents (Not current Accelerated Automation Customer)

• Add business 

  •  Lead source - where they found us (NetVu, conference, Fb group, etc.)

    •  Producer - Accelerated Automation

      • Carrier - Automation

        • Policy type - Paid training

          • Premium - $100

            • Log training call notes in the policy for future reference

Current Customers

https://www.loom.com/share/eea42b24ae6e4b9cb9a53397a917bc6b?sid=862beb30-086f-4345-8bdc-6c5cbaf2ac20

• Add policy "paid training"

  • Carrier "Automation"

    • Lead source “cross sale”

      • Premium $0

        • Log notes in training spreadsheet with title and date "Extra paid training call xx/xx/xxxx - Team member name"

          1. Create folder in fathom, for the agent, or add to existing folder

*Extra paid training calls do not earn trainers commission. 

*Paid training calls should be booked through the AA website. No reschedules are offered for paid calls.

Referral tasks to sales team

* Boosting referrals from happy customers. When you're on training calls and agents are seeing wins in their agency/excited about the progress.

1. Send sales rep a task to call the agency for referrals. 

2. Assign task to the rep that sold the agent. 

3. Task title " Trainer Referral Call Alert" - 

4. Put in notes about what they shared is doing well. The sales rep will call and ask more about it and then pivot to ask for referrals. 

This setting combo will create a lead in NowCerts once a lead moves out of NEW stage (updated) - then leads moved to SOLD is AZ won't make NowCerts prospects into clients until they manually SYN the customer in AZ. 

Video Ask (Testimonials)>  -- LOGINS > lilienne@acceleratedautomation.net - Password: Agencyzoom1*

https://www.videoask.com/f3ehb5ly7

Collect Google Reviews: Google Review Page

In this video, you will get a walk-through of the training process for our new Sprint, Scale, and Transform packages. Mariah will guide clients through the sales process and schedule onboarding calls, while we manage their course progress to ensure all team members complete their essentials course before redeeming training calls. We have outlined the steps to take before and during the onboarding call, including confirming access to resources and scheduling training calls. After the onboarding, we will check in on course progress every two days until completion. Please make sure to follow the outlined steps and keep track of the tickets in the fulfillment pipeline. 

Accelerated Automation agents/clients get $200 off their purchase 

Use coupon code: acceleratedautomation200