Virtual Sales Curriculum Virtual Sales Curriculum The Daily Roundtable Team Calendar Schedule A Call with Heather WhatsApp Chat Needs Analysis 1. Creating Your Schedule | 2. Your Virtual Office | 3. Carrier Websites | 4. Leads & Booking5. The Presentation | 6. Tracking & Reporting Sales Activity | 7. Daily Roundtable 1. Creating Your Schedule 2. Your Virtual Office Whereby is a free software that we use to get our clients on video. Watch the video below to learn how to get a Whereby account. Link To WHEREBY We use Hubspot to create an Email Signature. Watch the video above to see the process of creating your Email Signature. Link To HUBSPOT NEXT PAGE © Yellowstone Life Group