Course Description

This course will familiarize you with the 7 Step Sales process. There is a combination of literature and in-field work required to complete this course.

Each Action item is listed in order of completion.


Manager, Field Operations

Jordan Driediger

Course curriculum

  • 1

    Introduction

    • Introduction

    • Purpose & Outcomes

    • Success Ratio: Time is Money

    • Introducing the 7 Step Sales Process
  • 2

    Trust

    • Trust- 3 C's of Trust in Selling
  • 3

    Learning the 7 Step Sales Process

    • Step 1: Set Up

    • Video: Set Up

    • Step 2: Arrival/Introduction

    • Video: Arrival

    • Step 3: First Walkthrough

    • Video: First Walkthrough

    • Step 4: Company Awareness

    • Video: Company Awareness

    • Step 5: Second Walkthrough

    • Video: Second Walkthrough

    • Step 6: Pitch

    • Video: Pitch

    • Step 7: Follow Up

    • 7 Steps Exercise
  • 4

    Quiz and Next Steps

    • Quiz

    • Next Steps

    • Course Feedback

    • Video: Outro
  • 5

    Advanced Selling: Getting Certified

    • Getting Certified

    • $1,000 Benchmark

    • Personal Sales Video Exercise

    • Needs Challenge

    • SR Tracking Form # 2

    • Shadow Another FP or Salesperson

    • 7 Step Sales Process Certification Model

    • Field Visit 1: Certification

    • Field Visit 2: Certification

    • Shadow another FP or Salesperson

    • Coach a Salesperson or fellow FP