This is your training resource library. Work through the internal docs first, then the videos, then external resources. This list will grow over time.


Internal Docs (Read in Order)

  1. About / Overview (sibling page) — start here, gives you company context
  2. **Toolkit Manager SOP — the operational playbook**
  3. Toolkit Process in Deal Studio — how the process flows through the system
  4. Buyer Manager SOP — Yvonne — upstream context for buyer handoffs
  5. CIM SOP & Portals — how data room access mechanics work
  6. Toolkit Process Guide (client handout) — what your sellers see; you'll reference this with them often

Deal Studio Training Videos - TOP PRIORITY

Once you log in to Deal Studio:

  1. Go to “Deal Studio Support” in the top right corner
  2. Select “Training Video”
    1. You will be redirected to the course software
    2. Create an account - use your franchise sellers email and password “Franchise#1
    3. After you complete that, If you don’t see the training videos - notify Theodore and he will get your training videos populated
  3. There are roughly 63 short form training videos.
  4. Go slowly and take notes.
  5. NOTE: Not everything showed in the training videos are 100% accurate to our company processes

Deal Studio University (Weekly Training)

Every Monday at 11:00 AM, Deal Studio runs a live training session called Deal Studio University.