Introduction
Scheduled Success
The Basics
Product Knowledge
Insurance Sales Process
JobNimbus – CRM
Lead Generation
D2D Basics
Advise for New Reps
Sales
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Fast Start Prizes (2:51)
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Using the Contingency to Close (6:25)
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Sell Value (2:04)
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SWIFT Sales System (12:10)
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Overcoming Objections (8:27)
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Upgrades (3:57)
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Why It's Important to Follow the Presentation (2:23)
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Prepping Your Client Properly (7:01)
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Sale Build Collect (2:29)
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Build Date, 5 Star Review (5:45)
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How to Sell 1 Million Dollar (5:30)
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Building a Team Under You (2:33)
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Advancement & Management (3:27)
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Financing (5:50)
NEXT LEVEL SERIES | Roofing - Presenting + Closing
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Creating Need and Building Value
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Sales Presentation Script
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Dealing with Objections in Sales
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Dealing with Mr. Bid Collector
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Developing Killer Sales Skills
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Building a Reference List That Closes Deals
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Presenting to Customers with Paperwork Already
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How to Use Videos to Sign Deals
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Power of Acknowledgement
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The 4 Biggest Mistakes Salesmen Make on Appointments
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Wish List Upgrades
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Not Eating Deductibles
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Dealing with Demanding & Greedy Customers
Live Closings
Follow up like a Boss
When To Use a Public Adjuster
NEXT LEVEL SERIES | Roofing - Planning + Tracking
NEXT LEVEL SERIES | Roofing - Lead Generation
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How to Choose the Perfect Neighborhood
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Dominating your Neighborhood
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Door Knocking Log
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Tracking Your Door Knocking
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Door Knocking and Appointment Setting
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6 Easiest Times to Line up Appointments
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8 Word for Word Approaches
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6 Reasons NOT to do an Inspection on the Spot
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Handling Objections
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14 ways to Generate Leads Without Knocking
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4 Ways to Ask for Referrals
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Facebook Referral's
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Late Season Selling
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High Quality Customers
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Turning Customers Into Lead Generating Machines
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Generating Reviews
NEXT LEVEL SERIES | Solar - The Sales Process
Building Expert Institute
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Inspecting Steep Slope Roof Systems
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Interior Damage Inspection
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Attic Inspection
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Elevations Inspection
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Eaves Inspection
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Roof Inspection
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Installation of Asphalt Shingle Roofs
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Underlayment Installation
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Gutter Apron & Drip Edge Installation
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Starter Course Installation & First Course of Shingles
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Chalk Lines
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Shingle Installation Details
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Apron & Step Flashing Installation Part 1
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Apron & Step Flashing Installation Part 2
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Pipe Boot Installation
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Metal Pipe Flashing Installation
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Skylight & Skylight Flashing Installation
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Hip/Ridge Cap & Ridge Vent Installation
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Chimney Flashing Part 1: Dead Valley
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Chimney Flashing Part 2: Undersized Cricket
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Chimney Flashing Part 3: Properly Sized Cricket
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Constructing a Cricket
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Lvl 1 -Xactimate Certification Training: Fundamentals
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First Interior Estimate
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First Roof Estimate
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Administrative Details
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Introduction to Sketch
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Room Manipulation and Subgroups
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Stairs-Wall Openings & Room Variables
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Writing the Scope of an Estimate
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Completing and Printing the Estimate
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Working on Roofs Part 1
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Working on Roofs Part 2
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Working on Roofs Part 3
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Certification Exam Prep Discussion
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Lvl 2 -Xactimate Certification Training: Proficiency
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Sketch Room Properties and Staircases
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Changing Room Shapes and Reference Objects
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Adding New Levels and Adding Images
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Estimate Items Tabs and Additional Search Methods
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Waste & Other Calculations and Grouping
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Completing and Printing Your Estimate
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Graphical Estimation
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Floor Covering Tools and Reference Items
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Roof Properties and Slope Detail
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Roof Graphical Estimation and Mansard Roofs
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Templates and Macros
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Lvl 3 -Xactimate Certification Course: Mastery
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Sketch Assists and Underlays
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Changing Room Shape and Complex Stairs
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Wall Tool and More Stairs
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Stacking Objects
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Advanced Estimate Items, Grouping Pane, and Code Upgrades
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Item Scenarios
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Complex Roof Part 1
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Complex Roof Part 2
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More Roofs
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Large Construction Properties
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Exteriors and Elevations
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Decks and Fences
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Defeating Unethical Engineer Tactics
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The Problem Intro
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Basis for Denial
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Why a Forensic Engineer?
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Terminology
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Concurrent Causation
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Wear & Tear / Improper Installation
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Definition of Damage
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Engineer's Assignment
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Engineer Code of Ethics
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The Solution Intro
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5 Step-Process
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Step 1 Playing Chess, Not Checkers
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Identifying Potential Defenses / Common Defenses
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No Damage Defense
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Old Damage Defense
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Multiple Event Defense
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Meaningless Cause of Loss Defense
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Wear & Tear Defense
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Improper Installation Defense
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Negligent Maintenance Defense
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Failure to Mitigate Defense
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Reasonable Repair Defense
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Proactive Approach
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Identify if Coverage Exists
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Identify What Insured Should Provide
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Identify What Insurer Should Provide
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Identify What the Assignment Should Be
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Step 2 - Before the Engineer Visit
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Communicate with the Adjuster
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Communicate with the Engineer
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Evaluating the Engineer's CV
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Final Requests and Statements
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Step 3 - During the Engineer Inspection
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Demeanor
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Documentation
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Step 4 - After the Engineer Inspection / Memorialization
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Evaluating the Engineer Report / Confirm the Stamp
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Evaluating the Engineer Report / Look for Inconsistencies
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Evaluating the Engineer Report / Scrutinize Referenced Documents
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Evaluating the Engineer Report / Evaluate the Photos
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Step 4 - After the Engineer Inspection / Evaluating the Denial Letter
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Step 4 - After the Engineer Inspection / Show your hand
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Step 5 - Creating Leverage / Escalate
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Step 5 - Creating Leverage / Complaints
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Step 5 - Creating Leverage / Seek Professional Help
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Hail Damage Identification to Asphalt Shingle Roofs Introduction / About Your Instructor
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Outline and Objectives
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How Hail is Formed / Anatomy of Hail
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Anatomy of Hail / Hail Shapes
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Anatomy of Hail / Directionality of Hail
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Anatomy of Hail / "Severe" Thunderstorm
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Anatomy of Hail / Terminal Velocity vs. Wind Driven Hail
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Evidence of Hail / Evidence of a Hail Event
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Evidence of Hail / Storm Data Problems
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Evidence of Hail / Spatter / Burnish Marks
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Evidence of Hail / Collateral Damages
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Hail Damage Traits / Hail Damage Traits and Characteristics
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Hail Damage Traits / Hail Size Identification
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Hail Damage Traits / Directionality
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Hail Damage Traits / Textbook Hail Damage
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Hail Damage Traits / "Functional" vs. "Cosmetic" Hail Damage
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Identifying Hail Damage / Functional Hail Damage
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Identifying Hail Damage / Cosmetic Hail Damage
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Identifying Hail Damage / Non-Hail Related Damage
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Identifying Hail Damage / Fraudulent Damage
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Identifying Hail Damage / Wear & Tear
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Hail Cannon / Hail Cannon Simulations
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Hail Cannon / Laboratory Hail Lessons
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Wind Damage Identification to Asphalt Shingle Roofs / About Your Instructor
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Outline and Objectives
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Wind Damage Identification / Anatomy of Wind /Types of Windstorms
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Wind Damage Identification / Anatomy of Wind / Science of Wind
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Wind Damage Identification / Evidence of Wind / Wind Evidence Intro
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Wind Damage Identification / Evidence of Wind / Storm Data
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Wind Damage Identification / Evidence of Wind / Collateral Damages
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Wind Damage Identification / Evidence of Wind / Other Evidence
Master Referrals Through Agents
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Restoration Referral System Trailer
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Welcome
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WHY Referrals
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Identify OUR Needs
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Identify THEIR Needs
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Fulfillment
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2 Questions
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Inspection & Documentation
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Organic Agent Call
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Before the Agent Meeting
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Organic Agent Meeting
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Organic Agent Meeting 2
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Referring A Customer
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Past Client Call
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Past Client Agent Call
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Past Customer Agent Meeting
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Referring A Customer
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Real Live Call - Past Client Call - Steve B.
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Real Live Call - Past Client Call - Anthony B.
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Real Live Call - Past Client Call - Addam R.
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Real Live Call - Past Client Call - Bruce B.
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Real Live Call - Past Client Call - Jordan D.
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Real Live Call - Past Client Call - Leo M.
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Real Live Call - Past Client Call - Mark W.
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Real Live Call - Past Client Call Voicemail - Anthony B.
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Real Live Call - Past Client Call Voicemail - Mike C.
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Real Live Call - Past Client Call Voicemail 2 - Mike C.
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Real Live Call - Past Client Agent Call - Addam R.
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Real Live Call - Past Client Agent Call - Anthony B.
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Real Live Call - Past Client Agent Call - Bruce B.
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Real Live Call - Past Client Agent Call - Leo M.
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Real Live Call - Past Client Agent Call - Mark W.
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Cold Agent Call
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Cold Call Agent Meeting
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Referring A Customer
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Real Live Call - Cold Call - Matt Danskin
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Real Live Call - Cold Call - Joe V.
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Real Live Call - Cold Call - Nico S.
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Real Live Call - Cold Call - Zach H.
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Real Live Call - Cold Call 2 - Zach H.
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Real Live Call - Cold Call Voicemail - Bruce B.
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Real Live Call - Cold Call Voicemail 2 - Bruce B.
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Real Live Call - Cold Call - Bruce B.
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Real Live Call - Cold Call - Mark W.
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Real Live Call - Cold Call - Leo M.
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Real Live Call - Cold Call - Addam R.
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Real Live Call - Cold Call Voicemail - Mike C.
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Real Live Call - Cold Call - Mike C.
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Real Live Call - Cold Call - Jordan D.
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Real Live Call - Cold Call 2 - Jordan D.
What's Next?
