Lead Gen Training & Resources
Complete These Training Sessions First – Then Text “CRM” to 208-243-0818 To Get Your Credentials
- VMS Kickoff 2026
- VMS Lead Gen Kickoff and Comp Plan Update 2026
- Lead Generator Orientation Video (3 Mins)
- Lead Generator Initial Training Course (90 Mins)
- LIVE Lead Generation Calls – Part 1
- LIVE Lead Generation Calls – Part 2
- Lead Gen CRM Walk-Through Video
- Now You Have Your Lead Gen CRM Credentials – What’s Next?
- CRM Training – Dashboard
- CRM Training – Contact Records
- CRM Training – Making Outbound Calls with Google Voice (Headset, Chrome Browser & Google Voice Chrome Extension Required)
Once you have completed these, please also reach out to onboarding@valuedmerchants.com to complete the rest of the onboarding process
VMS CRM Training (After You Begin Working & Generating Qualified Leads)
- 10-2-25 CRM Training – Automations
- 10-3-25 CRM Training – Contacts List Tools
- 10-9-25 CRM Training – Troubleshooting
- 10-13-25 CRM Training – Knowledge Base
- 10-16-25 CRM Training – Unforeseen Errors
- 10-20-25 CRM Training – Troubleshooting
- 10-23-25 CRM Training – Clean Data – Clear Mind – Building A CRM That Thinks With You
- 10-24-25 CRM Training – All Messages One Inbox – Mastering The Conversation Flow In The CRM
- 10-27-25 CRM Training – Turning Interest Into Momentum – The Art Of The 5 Touch Follow Up
- 10-30-25 CRM Training – Tell The Story – Turning CRM Data Into Daily Decisions
- 11-3-25 CRM Training – The Human Touch In Automation – Making Efficiency Feel Personal
- 11-6-25 CRM Training – CRM Driven Community Building – Turning Contacts Into A Living Ecosystem
- 11-7-25 CRM Training – Continuous Improvement Framework: Building a Culture of Measured Momentum
- 11-10-25 CRM Training – Client Portals and Self Service Systems
- 11-14-25 CRM Training – Retention Funnels – Turning Customers Into Advocates
- 11-20-25 CRM Training
- 11-21-25 CRM Training
- 11-24-25 CRM Training
- 12-8-25 CRM Training
- 12-11-25 CRM Training
- 12-12-25 CRM Training
- 1-16-26 CRM Training
- 1-23-26 CRM Training
- 1-26-26 CRM Training
- 2-2-26 CRM Training
- 2-5-26 CRM Training
- 2-9-26 CRM Training
Lead Generator Training Zoom Archive (After You Begin Working & Generating Qualified Leads)
- Lead Gen Training 2-4-26
- Lead Gen Training 1-28-26
- Lead Gen Training 1-21-26
- Lead Gen Training 12-10-25
- The Second Yes – Confirming Buy-In Before You Book 11-12-25
- Building Trust with Strangers in Under a Minute 11-5-25
- From Transactional To Transformational – Humanizing Your Cold Calls 10-22-25
- Book More Appointments With Fewer Dials – Quality First Targeting 10-8-25
- The First 20 Seconds – Mastering Your Intro To Breakthrough Resistance 10-1-25
- The Referral Play – How To Ask For One More Lead On Every Call 9-24-25
- Reengaging Dead Leads Like A Human Not A Bot 9-17-25
- Lead Gen Training and Q & A 9-3-25
- Alignment in Action – Reinforcing Our Mission In Every Call 8-13-25
- Psychology of Booking The Appointment – Influence without Pressure 8-6-25
- Handling Rejection 7-23-25
- Pipeline Power Moves – Follow Up Strategies That Actually Work 7-9-25
- Turning Not Interested Into “Tell Me More” 7-2-25
- High Impact Discovery Questions To Qualify Like A Pro 6-25-25
- Confidence On The Call – Reps Who Win Sound Like They Already Won 6-18-25
- The First 20 Seconds – Mastering Your Intro To Breakthrough Resistance 6-11-25
- How, When & Why You Get Paid In Lead Generation 5-14-2025
- The Psychology 0f Prospecting – Why Business Owners Say No 5-7-2025
- Time Management & Productivity 4-23-2025
- Understanding the Merchant Services Industry 4-16-2025
- Qualifying Leads Effectively 4-9-2025
- Mindset & Resilience in Lead Gen 4-2-2025
- Building Rapport & Engaging Gatekeepers 3-25-2025
Lead Generator Submission Forms, Scripts & Other Resources
- Lead Submission Form
- Lead Generator Income Calculator Password: VM$Leads
- Lead Generation Tools (Google Drive)
- Simple Lead Gen Scripts (30 Verticals)
- Lead Gen Script – Restaurants
- Lead Gen Script – Retail
- Lead Gen Script – Home Services
- Lead Gen Script – Personal Care
- Lead Gen Script – Medical/Dental/Chiro/Vet
- Lead Gen Script – Wholesales & Distributors
- Lead Gen Script – Auto Sales & Repair
- Lead Gen Script – Cities, Town & Municipalities
- Lead Gen Script – Attorneys, Law Firms & Legal Practices
- Dual Pricing Script
- Simple Savings Script
- Free Restaurant / Bar POS Script
- Business Loan & LOC Script
- Objections & Rebuttals
- Digital Business Card Template
- Digital Brochure Template
- LIVE Lead Generation Calls – Must See Part 3 (55 Mins)
- VMS Weekly LIVE Zoom Schedule