WLCF Sales Training

Section outline

• Select section Welcome

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  Welcome

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  Welcome to the White Label Crowdfunding Sales Course. If you have done so already, please complete the "Intro to Crowdfunding Tech" course.

  This is the main course for the Learning Plan: WLCF Sales Professional

  Each section is comprised of various lessons. There are also various assignments used to track your competency development.

  We recommend you complete the following sections in order, but feel free to work in the way that suits you best.
• Select section Introduction

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  Introduction

  
  

  • Select activity What type of salesperson are you?

  • Select activity WLCF Business Development Manager - Job Description

    

    WLCF Business Development Manager - Job Description URL
• Select section Market

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  Market

  • Select activity Introducing the P2P Lending Industry

    

    Introducing the P2P Lending Industry Lesson

    The sales team should understand the peer-to-peer lending industry as a whole, so that you can share information with clients and inform them accurately.
    

  • Select activity Ideal Customer Profile

    

    Ideal Customer Profile Lesson
  • Select activity Our Competitors

    

    Our Competitors Lesson
• Select section Company Knowledge

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  Company Knowledge

  • Select activity Introducing White Label Crowdfunding

    

    Introducing White Label Crowdfunding Lesson

    It is important that you understand how WLCF works, why the company was launched, and what each person's roles and responsibilities are.
    

  • Select activity Teachback: WLCF credibility presentation

    

    Teachback: WLCF credibility presentation Assignment

    Completion

    Students must

    

    Mark as done
• Select section Sales Process Flow Diagram

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  Sales Process Flow Diagram

  • Select activity Sales Process

    

  • Select activity Receiving & Processing Leads

    

    Receiving & Processing Leads Lesson

    The leads we receive are very important; we do our best to convert them into sales. In this section you will learn about the leads we receive, the questionnaires we use, and how the process works.
    

    
    

  • Select activity Preparing a license agreement for client review

    

    Preparing a license agreement for client review Lesson
  • Select activity Get your first sale!

    

    Get your first sale! Assignment

    Completion

    Students must

    

    Mark as done
• Select section Product Knowledge

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  Product Knowledge

  • Select activity Case Studies

    

    Case Studies Lesson

    Our case studies describe past projects and help you learn more about the company, the services we offer, and the outcomes our clients have achieved.

  • Select activity Property Crowdfunding Platforms

    

    Property Crowdfunding Platforms Lesson
  • Select activity Teachback - Our Experience of Property Platforms

    

    Teachback - Our Experience of Property Platforms Assignment

    Completion

    Students must

    

    Mark as done
  • Select activity Teachback - Our Experience of Consumer Credit Platforms

    

    Teachback - Our Experience of Consumer Credit Platforms Assignment

    Completion

    Students must

    

    Mark as done
  • Select activity Teachback - Our Experience of Equity Crowdfunding Platforms

    

    Teachback - Our Experience of Equity Crowdfunding Platforms Assignment

    Completion

    Students must

    

    Mark as done
  • Select activity Teachback - Our Experience with Donation Platforms

    

    Teachback - Our Experience with Donation Platforms Assignment

    Completion

    Students must

    

    Mark as done
  • Select activity The Prototype Service

    

    The Prototype Service Lesson

    One of the services we offer is the creation of a prototype. Our prototypes offer our clients a potential solution to the various challenges they may face. Here, we look at the prototype in more depth.
    
    

• Select section Demos

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  Demos

  
  

  • Select activity Live Demos

    

    Live Demos Lesson

    We conduct demos with clients, to show them, live and in real time, the potential that their platform has. Here, we look at what we show customers.
    

  • Select activity Participate in a Demo with a propsect

    

    Participate in a Demo with a propsect Assignment

    Completion

    Students must

    

    Mark as done
  • Select activity Wholly Outsourced Subsidiary

    

    Wholly Outsourced Subsidiary Lesson
  • Select activity Modules and Widgets Consultation

    

    Modules and Widgets Consultation Lesson

    A consultation on modules and widgets is a vital element on the sales process. Here, we look at why.
    

    
    
  • Select activity Credit Risk Analysis (Risk Scoring Model)

    

    Credit Risk Analysis (Risk Scoring Model) Lesson
• Select section Systems

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  Systems

  • Select activity Introduction to Hubspot

    

    Introduction to Hubspot Lesson
  • Select activity Get Setup with Hubspot and email sync working to track emails in Hubspot

    

    Get Setup with Hubspot and email sync working to track emails in Hubspot Assignment

    Completion

    Students must

    

    Mark as done
  • Select activity Hubspot: Inbound Sales Training

    

    Hubspot: Inbound Sales Training Assignment

    Completion

    Students must

    

    Mark as done

    Discover how to attract, engage, and please customers with personalised outreach and exploratory conversations that spark interest. Develop your skills to deliver effective sales presentations that motivate prospects to buy. Enroll to grow your sales skills and earn your Inbound Sales certification.
    

  • Select activity Hubspot: Sales Enablement Certification

    

    Hubspot: Sales Enablement Certification Assignment

    Completion

    Students must

    

    Mark as done
• Select section Communication

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  Communication

  
  

  • Select activity Professional Communication Standards

    

    Professional Communication Standards Lesson

    It is very important that we present ourselves as a professional, competent, proactive team. As such, we must adhere to professional communication standards, as detailed here.
    
  • Select activity Introductions

    

    Introductions Lesson

    This lesson contains example of introductory emails and calls, to be sent and made following contact from a potential client.
    
  • Select activity Initial Customer Communication

    

    Initial Customer Communication Lesson

    When a potential client has contacted us about the services we offer, we must get in touch with them. In this section, we cover how to initiate communication with a customer.
  • Select activity The Power to Influence

    

    The Power to Influence Assignment

    Completion

    Students must

    

    Mark as done
  • Select activity Tips for Closing Deals with Clients

    

    Tips for Closing Deals with Clients Lesson

    There are some tips that are worth bearing in mind when trying to close a deal. We look at a few of them.
    

• Select section Becoming an 'A' Player

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  Becoming an 'A' Player

  • Select activity Time Management

    

    Time Management Lesson
  • Select activity Manage your Pipeline well

    

    Manage your Pipeline well Lesson
  • Select activity Have a GROWTH focussed mindset

    

    Have a GROWTH focussed mindset Lesson
  • Select activity Maintain a high effort with prospects

    

    Maintain a high effort with prospects Lesson
  • Select activity Have good emotional intelligence

    

    Have good emotional intelligence Lesson
  • Select activity Be receptive to feedback and work on improving your competencies

    

    Be receptive to feedback and work on improving your competencies Lesson
  • Select activity Traits of great sales professionals

    

• Select section Targets and Commission

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  Targets and Commission

  • Select activity Targets

    

    Targets Lesson
  • Select activity Commission

    

    Commission Lesson
• Select section Proposals (OLD) - we no longer do this

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  Proposals (OLD) - we no longer do this

  
  

  • Select activity Preparing Proposals with Proposify

    

    Preparing Proposals with Proposify Lesson

    We send proposals to potential clients in order to explain the platform process to them in more detail. In this section, we look at Proposify, the online tool we use to create and send proposals.
    

  • Select activity A Successful Response

    

    A Successful Response Page

    Sometimes we receive Requests for Proposals (RFPs). Here, we guide you through a response to an RFP that we sent, which led to the purchase of a platform.
    

  • Select activity An Unsuccessful Response

    

    An Unsuccessful Response Page

    This example of an unsuccessful response to an RFP can be used for guidance when responding to new requests.