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)
- About / Overview (sibling page) — start here, gives you company context
- **Toolkit Manager SOP — the operational playbook**
- Toolkit Process in Deal Studio — how the process flows through the system
- Buyer Manager SOP — Yvonne — upstream context for buyer handoffs
- CIM SOP & Portals — how data room access mechanics work
- 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:
- Go to “Deal Studio Support” in the top right corner
- Select “Training Video”
- You will be redirected to the course software
- Create an account - use your franchise sellers email and password “Franchise#1
- After you complete that, If you don’t see the training videos - notify Theodore and he will get your training videos populated
- There are roughly 63 short form training videos.
- Go slowly and take notes.
- 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.