Course curriculum

  • 1

    Welcome to City Lifestyle

    • What to Expect From This Training

    • City Lifestyle - Company Culture

    • Reflection: What is your "Why"?
  • 2

    ARC - Our CRM

    • Introduction to ARC

    • Accounts - Book of Business Pods

    • Book of Business to Sales Funnel

    • Auto Transitioning in Sales Funnel

    • Logging a Call

    • Sending Single Emails

    • Bulk Emails

    • Log a Direct Message

    • Schedule a Meeting

    • The History of an Account

    • Log a Drop in

    • The Primary Contact & Adding

    • Adding a Single Account to the Sales Funnel

    • Account Statuses

    • To-Do's

    • Completing a Historic To-Do

    • CL.com Schedule Button

    • Email Tracker

    • Editing Clients CL.com Profile

    • Account Details
  • 3

    Arc Mobile

    • Dashboard

    • Meeting Types

    • Schedule a Meeting

    • Sales Funnel and Accounts

    • Swipe Gestures

    • Account Details

    • Reports

    • Arc Mobile App
  • 4

    Prospecting

    • Introduction

    • Working With Neighboring Publishers

    • Rules of Engagement

    • Building Your Lists

    • Creating Your Leads List & Finding Realtors
  • 5

    Appointment Setting

    • Introduction

    • Pursuit of Happyness Video

    • Appointment Setting Fundamentals

    • Appointment Setting Scripts
  • 6

    Prospecting through Instagram

    • Finding Viable Instagram Prospects Quickly

    • Sending Templated Messages on Instagram

    • Customizing Instagram Messages Efficiently

    • Best Practice Social Media Templates