Virtual Sales Curriculum | Yellowstone Life Group

Virtual Sales Curriculum

The Daily Roundtable

Schedule A Call with Heather

1. Creating Your Schedule | 2. Your Virtual Office & Social Media | 3. Equis Resources | 4. Insurance Toolkit | 5. Carrier Websites

6. Leads & Booking | 7. The Presentation | 8. Tracking & Reporting Sales Activity | 9. Building Activity | 10. Daily Roundtable

1. Creating Your Schedule

2. Your Virtual Office & Social Media

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

Set Up Your Social Media

Video Tutorial

Step-by-step Guide

Manage Your Social Media Sites

© 2021-23 Yellowstone Life Group