Document to Win
Master MSP sales note-taking with precision. Learn to capture impactful insights, use CRM effectively, and fuel deal momentum across every sales stage—in just 8 hours. Built for MSP sales pros managing fast-moving pipelines.
Skill Sprint
1. Notes are the Deal
Skill Sprint - Notes Are The Deal
2. What to Capture and leave out
Skill Sprint: What to Capture—and What to Leave Out
3. Take notes While Prospecting
Skill Sprint - Take Notes While Prospecting
4. Discovery Documentation
Skill Sprint - Discovery Documentation
5. Proposal Meetings_ Don-t break the flow
Skill Sprint - Proposal Meetings
6. Great Notes Drive Great Coaching
Skill Sprint - Great Notes Drive Great Coaching
Test your Knowledge