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Complete every video in order before contracting begins. Keep the approved script open while you watch and write down questions for Discord.

Your finish line: Complete the training → book your Sales Strategy Call with Heather → Heather confirms your lead strategy, starting comp, and launch plan → Brooke sends HCMS.

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How to Use This Training

  1. Watch each lesson from beginning to end.
  2. Check the lesson off in your personal progress tracker after you watch it.
  3. Practice the script out loud as you move through the call-flow lessons.
  4. Ask questions in Discord instead of guessing.

Your Personal Progress

Your checkmarks are private to this browser and device, so every agent can track their own progress without changing the shared page.

just-serve-pre-contracting-progress-v3.html

Part 1: Your Foundation

Part 2: Running the Call

Part 3: Protecting the Client and the Business

Part 4: Mindset Coaching

The six mindset clips are combined below in their original order for easier viewing.

Part 5: Presentation Drills

The seven presentation drills are combined below in their original order as one quick pre-call review.

Part 6: Complete Call Process Masterclass

This longer training connects the script, client need, budget, presentation, and close into one complete call process.

Part 7: Referrals, Growth & Leadership

Part 8: Full Pre-Launch Recap

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This final recap brings the full training together. Watch it after completing the lessons and coaching clips above.

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What Happens Next

After training, the team will guide you through contracting, carrier access, practice applications, lead strategy, and pre-launch preparation.

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Book Your Sales Strategy Call

Once you have completed your pre-contracting training, book your Sales Strategy Call with Heather to confirm your lead strategy, starting comp, and launch plan before HCMS and carrier contracting begin.

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Once training is complete, book the Sales Strategy Call above. You do not need to separately message the team just to say the training is finished. If you plan to participate in Lead Assist, review Lead Assist Program before leads are funded.

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These are the milestones ahead: