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

🎓 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!