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Welcome to Your Training Portal

Everything you need to master the CapSeriesX sales process and recruit successful partners

🎓 Start Training 📧 Get Templates ⚡ Quick Start 📊 Report Activity 🧭 Onboarding Roadmap
7
Sales Stages
120+
Ready Templates
4
Target Audiences
90
Days to First Deal

🎓 Training & Education

📚
Complete Sales Training
Master the complete 7-stage sales process from lead generation to partner success. Interactive guide with scripts, examples, and best practices.
Sales Training Guide Process Framework (PDF) Quick Start Checklist
📧
Message Templates
120+ copy-paste ready templates for LinkedIn, email, phone, and social media. Organized by audience and sales stage with search functionality.
Template Library Email Templates LinkedIn Templates
🎯
First Meeting Presentations
Audience-specific presentation decks with progressive reveal animations. Share your screen and click through professionally designed slides.
Real Estate Agents Syndicators Tech Professionals Builders/Developers
💡
Product Knowledge
Deep dive into CapSeriesX partnership tiers, economics, and competitive advantages. Know your product inside and out.
Partnership Tiers Breakdown Partner Onboarding Journey Tier Comparison Tool

🛠️ Tools & Calculators

💰
ROI Calculator
Interactive tool to show prospects their income potential. Input their current situation and see projected earnings with CapSeriesX.
Launch ROI Calculator Agent Calculator Builder Calculator
📊
Activity Tracking
Track your daily/weekly activities and report progress. Stay accountable and hit your targets consistently.
Weekly Report Template Submit This Week's Report
📝
Presentation Scripts
Word-for-word scripts for first meetings. Practice these until you can deliver naturally without reading.
Agent Script (Word) Syndicator Script (Word) Builder Script (Word)

📖 Quick Reference

🎯 Target Audiences
Real Estate Agents, Syndicators, Tech Professionals, Builders
View Details →
📈 Weekly KPIs
50 leads, 10 calls, 5 meetings, 2-3 partners/month
View Metrics →
💬 Objection Handling
Responses to: "Too expensive", "No time", "Need to think"
View Responses →
🔍 Lead Sources
LinkedIn, Zillow, BiggerPockets, Building permits, etc.
View Sources →
⏱️ Sales Timeline
Day 0-7: Outreach → Day 30: Application → Day 90: First Deal
View Timeline →
💎 Partnership Tiers
BRONZE (Free), SILVER ($2.5K), GOLD ($10K), PLATINUM ($25K)
Compare Tiers →

🎉 Recent Wins & Updates

✅ Training Portal Launched!

Complete sales training system now live. Everything you need in one place. Start with the Quick Start Guide if you're new!

📚 120+ Templates Added

Never write cold emails or LinkedIn messages from scratch again. Browse the template library and copy what works.

🎯 Your Success Target

Goal: 2-3 new partners per month. Follow the process, hit your KPIs, and you'll get there. We're here to support you!

Need Help?

Questions? Stuck on something? Reach out to your manager or check the Training Guide FAQ section.

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