The ISA Playbook: Scripts, Systems & Workflows
Teaching your Inside Sales Agents to converse and convert leads into clients with confidence. This course equips ISAs with proven scripts, follow-up strategies, and CRM workflows.
Welcome
Module 1 _ Overview/Types of leads & pipelines/Script
Overview/Types of leads & pipelines/Scripts
CRM Workflow/Qualifying the lead/Lender Script
Asking the right questions/Types of leads (Suggested scripts)/ Nurture Script
Circle Prospecting (Geo Farming - Sellers)
Circle Prospecting (FSBO/Expired)