What the curriculum covers Five modules/15 lessons: tools/data/use cases. AI lead forms/chat, intake classification/routing. extraction/quote comparison/risk flags. email triage/check-ins. SOP/ROI/producer rollout. Published learning outputs Lead capture/intake workflow Quote comparison copilot Service/SOP workflows Illustrative workflow for evaluating learning. Ask which steps the course actually includes. Practice & support
Practice Written lessons, diagrams, prompts/templates and workflow artifacts. Actual first written English lesson read. paid content not accessed.
Feedback Ask whether individual feedback is included.
Certificate Ask about assessment and certificate terms. Before you enroll
Price basis self-paced one-time dollar price. Confirm whether the fee is per person, per group or a subscription.
Required software Check which accounts and paid plans you need.
Prerequisites Basic spreadsheets, Active AI subscription, Implementation time
Access terms Lifetime updates/templates/prompts. 30-day refund advertised.
Language English instruction/materials confirmed
Enrollment Check enrollment with provider How this relates to sales This is a broader curriculum. Compare the relevant modules with your sales task and ask whether you can use your own sales examples.
