Course curriculum

  • 1

    Part 1 - Welcome & Overview

    • P1-M1 - Welcome & How To Use This Onboarding Course

    • P1-M2 - How to Leverage the OpnRoad Partnership Program & Cementing Success

    • P1-M3 - Partner Network Map - Full Overview of the OpnRoad Partner Network
  • 2

    Part 2 - Accelerated Growth

    • P2-M1- Intro to Accelerated Growth

    • P2-M2 - Preparing for Sales Volume - A Mindshift

    • P2-M3 - Increasing Your Prices Across the Board, Moving to a Recurring Revenue Model and Leveraging Your International Presence

    • P2-M4 - Overview of the Sales Process
  • 3

    Part 3 - The CRM & ERP

    • P3-M1 - Intro to the CRM Module

    • P3-M2 - End-to-End CRM & ERP System - Part 1 - Leads

    • P3-M2 - End-to-End CRM & ERP System - Part 2 - Deals

    • P3-M2 - End-to-End CRM & ERP System - Part 3 - Tasks

    • P3-M3 - Center of Influence Program - Referral Program

    • P3-M4 - Cliq - Interoffice Communications

    • P3-M5 - Projects - Tracking Ongoing Tasks

    • P3-M6 - Growing Your Team - Hiring & Onboarding System

    • P3-M9 - Loom - Ultimate Time Saver (Bonus)
  • 4

    Part 4 - Leveraging Back Office Support

    • P4-M1 - Intro to Back Office Support

    • P4-M2 - Delegating Work and Ordering from the Back Office Team
  • 5

    Part 5 - Operational Benefits

    • P5-M4 - Legal Templates

    • P5-M5 - Marketing Templates

    • P5-M6 - Data Collection Templates - Cognito Forms

    • P5-M7 - Diligence Tracking System

    • P5-M8 - Deal Tracking System

    • P5-M9 - Business Sales Accelerator
  • 6

    Part 7 - Software Benefits

    • P7-M1 - Intro to Software Benefits

    • P7-M2 - Business Valuation Resources

    • P7-M3 - Automation Tools

    • P7-M4 - Data Collection Assistance - LinkedIn Sales Navigator, Phantom and Seamless.ai

    • P7-M5 - Listing Sites

    • P7-M6 - Private Equity Info

    • P7-M7 - Vertical IQ

    • P7-M8 - Business Reference Guide
  • 7

    Part 8 - Knowledge Sharing & Network Benefits

    • P8-M1 - Into to Network Benefits & Association with a National Brand

    • P8-M3 - Advisor Group Monthly Masterminds