Account Executive Training Manual

The B2C TRAINING MANUAL section of the sales binder is the Go-To reference during your B2C new hire training, as well as an ongoing resource for information and support for all aspects of your Account Executive role.

Account Executive responsibilities include:

• Qualifying interested executives to ensure they meet AdvisoryCloud threshold of experience and stature.

• Effectively communicating features, benefits and fees of AdvisoryCloud membership and platform.

• Responding promptly to requests for information from prospective members.

• Maintaining ongoing contact with interested executives through our follow up protocol and using correct statuses to align with marketing efforts.

• Ensuring a seamless handoff of newly signed members to our onboarding team with accurate expectations, set up for success.