Course curriculum

    1. Introduction to SBR's

    2. Understanding the Purpose

    3. Executive Overview

    4. Our Sales Promise

    1. Introduction to SBR How‑To Videos

    2. Introducing Lifecycle Insights to Clients

    3. Conducting an initial SBR assessement

    4. Running a comparison SBR assessment

    5. Creating client facing SBR reports

    6. Setting up an SBR schedule for a new client

    7. Setting up client portal access

    1. Introduction to SBR Resource Library

    2. SBR Process Spreadsheet

    3. Lifecycles Assessment Questions - Reference Doc (vMay24)

    4. Lifecycle Insights - Sales Presentation Run Through

    5. SBR Cyber Questions Cheat Sheet

    6. SBR Cyber Questions - Training Session 1

    7. SBR Cyber Questions - Training Session 2

    8. SBR Cyber Questions - Training Session 3

About this course

  • 19 lessons
  • 4.5 hours of video content

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