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Berk International Account Executive
Introduction
Overview of the course objectives and milestones
Introduction to the role of an Account Executive at Berk International
General Information
Who we are and what we do
Key Resources on the Berk Website
30-Day Milestone - HubSpot Proficiency
Introduction to HubSpot
Setting up a HubSpot account
Navigating Contacts and Companies
Utilizing Tasks
Email Templates
Leveraging Sequences
Creating Deals and Quotes
Navigating the Deal Pipeline
Utilizing Playbooks
HubSpot Proficiency Test
60-Day Milestone - Excel, Pricing, and Monday.com Proficiency
Adding Costing to Quotes by Date File
Filling In Costing Information
Pricing
Profit Per Shift Guidelines
Commission Guidelines for in-house Account Executives
Getting Freight Costs (LTL and TL)
Intro to Monday.com
Monday.com: Sample Request Form
Monday.com: Custom Requests
Monday.com: Customer Product Inspection Analysis
Monday.com: Checklist for Custom Samples
Monday.com: Production Request Form (formerly: Custom Production Request Form)
Excel and Pricing Test
Monday.com Proficiency Test
90-Day Milestone - Full Product and Process Proficiency
Understanding the full product line of Berk International
Product Catalog Overview
Understanding Part Numbers
Understanding Product Descriptions
DRC
Mighty Wipe
Mighty Wipe Max
Spunlace
Scrim
Yellow Dust Cloth
Polytex
ChemWipe
Fitness Wipe
TechWipe
Human Care Disposable Washcloths
Windshield Towels
Chef's Select Food Service Towels
Chef's Select Linen Replacement Napkins/Towels
Dispense-a-Nap
CutNDry TAD
CutNDry Tan TAD
Eden Soft Centerpull Roll Towel
Eden Soft Hard Wound Roll Towels
Eden Soft Bathroom Tissue
Eden Soft Toilet Seat Covers
Dispensers
Product Knowledge Quiz
Miscellaneous
Private Label Agreements
Customer Credit Application Process
Conclusion
Conclusion + Who to go to for What
Teach online with
Setting up a HubSpot account
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