Udemy - The Trusted Advisor

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Udemy - The Trusted Advisor (Size: 2.8 GB)
  Bonus Resources.txt 102.4 B
  Get Bonus Downloads Here.url 204.8 B
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  1 - Introduction
  1 - Course Objectives (Description).html 1.1 KB
  1 - Course Objectives.en_US.srt 3.7 KB
  1 - Course Objectives.mp4 62.8 MB
  2 - Module 1 The Foundation
  10 - Module One Wrap-Up and Key Takeaways (Description).html 1.1 KB
  10 - Module One Wrap-Up and Key Takeaways.en_US.srt 1 KB
  10 - Module One Wrap-Up and Key Takeaways.mp4 19.2 MB
  3 - Module 2 The Core Traits of Successful Salespeople
  1 - Module 2 Quiz Core Traits of the Elite Salesperson.html 26.9 KB
  11 - The DNA of an Elite Salesperson (Description).html 1.1 KB
  11 - The DNA of an Elite Salesperson.en_US.srt 1.8 KB
  11 - The DNA of an Elite Salesperson.mp4 28.9 MB
  12 - Emotional Intelligence (EQ) in Sales (Description).html 1.1 KB
  12 - Emotional Intelligence (EQ) in Sales.en_US.srt 2 KB
  12 - Emotional Intelligence (EQ) in Sales.mp4 30 MB
  13 - Adaptability and the Pivot (Description).html 1.1 KB
  13 - Adaptability and the Pivot.en_US.srt 1.8 KB
  13 - Adaptability and the Pivot.mp4 29.1 MB
  14 - Coachability and the Growth Mindset (Description).html 1.1 KB
  14 - Coachability and the Growth Mindset.en_US.srt 1.8 KB
  14 - Coachability and the Growth Mindset.mp4 29 MB
  15 - Essential Skills – Communication and Listening (Description).html 1.2 KB
  15 - Essential Skills – Communication and Listening.en_US.srt 1.6 KB
  15 - Essential Skills – Communication and Listening.mp4 27.6 MB
  16 - Time and Territory Management (Description).html 1.1 KB
  16 - Time and Territory Management.en_US.srt 1.5 KB
  16 - Time and Territory Management.mp4 25.5 MB
  17 - Self-Accountability and the CEO Mindset (Description).html 1.1 KB
  17 - Self-Accountability and the CEO Mindset.en_US.srt 1.5 KB
  17 - Self-Accountability and the CEO Mindset.mp4 24.7 MB
  18 - Module 2 Self-Assessment The Core Traits of a Trusted Advisor.pdf 69.8 KB
  18 - Module Two Wrap-Up and Key Takeaways (Description).html 1.1 KB
  18 - Module Two Wrap-Up and Key Takeaways.en_US.srt 1.7 KB
  18 - Module Two Wrap-Up and Key Takeaways.mp4 26.7 MB
  4 - Module 3 Product and Market Intelligence – Beyond the Spec Sheet
  19 - The Power of Knowledge (Description).html 1.2 KB
  19 - The Power of Knowledge.en_US.srt 1.9 KB
  19 - The Power of Knowledge.mp4 30.8 MB
  2 - Module 3 Quiz Product and Market Intelligence – Beyond the Spec Sheet.html 25.3 KB
  20 - Knowledge as a Confidence Tool (Description).html 1.2 KB
  20 - Knowledge as a Confidence Tool.en_US.srt 1.6 KB
  20 - Knowledge as a Confidence Tool.mp4 27.1 MB
  21 - The Impact of Product Training (Description).html 1.2 KB
  21 - The Impact of Product Training.en_US.srt 1.6 KB
  21 - The Impact of Product Training.mp4 27.5 MB
  22 - Competitive Intelligence Knowing the Players (Description).html 1.2 KB
  22 - Competitive Intelligence Knowing the Players.en_US.srt 1.8 KB
  22 - Competitive Intelligence Knowing the Players.mp4 28.5 MB
  23 - Where to Find Training and Competitive Intelligence (Description).html 1.2 KB
  23 - Where to Find Training and Competitive Intelligence.en_US.srt 2.2 KB
  23 - Where to Find Training and Competitive Intelligence.mp4 38 MB
  24 - Industry Trends and the Future of Equipment (Description).html 1.2 KB
  24 - Industry Trends and the Future of Equipment.en_US.srt 1.9 KB
  24 - Industry Trends and the Future of Equipment.mp4 30.8 MB
  25 - Module Three Wrap-Up and Key Takeaways (Description).html 1.1 KB
  25 - Module Three Wrap-Up and Key Takeaways.en_US.srt 1.8 KB
  25 - Module Three Wrap-Up and Key Takeaways.mp4 30.2 MB
  26 - Competitor_Battlecard_Template.pdf 93.4 KB
  26 - Practice Activity Building Your First Competitor Battlecard (Description).html 1.2 KB
  26 - Practice Activity Building Your First Competitor Battlecard.en_US.srt 2.6 KB
  26 - Practice Activity Building Your First Competitor Battlecard.mp4 37.3 MB
  5 - Module 4 The Modern Sales Stack – Efficiency and Scaling
  27 - Tools of the Elite Salesperson (Description).html 1.1 KB
  27 - Tools of the Elite Salesperson.en_US.srt 1.8 KB
  27 - Tools of the Elite Salesperson.mp4 29 MB
  28 - CRM Mastery – Your Digital Sales Command Center (Description).html 1.2 KB
  28 - CRM Mastery – Your Digital Sales Command Center.en_US.srt 2.7 KB
  28 - CRM Mastery – Your Digital Sales Command Center.mp4 42.9 MB
  28 - Module 4_CRM Template.xlsx 282.5 KB
  29 - Communication Tools – Staying Connected and Professional (Description).html 1.2 KB
  29 - Communication Tools – Staying Connected and Professional.en_US.srt 1.8 KB
  29 - Communication Tools – Staying Connected and Professional.mp4 29.2 MB
  3 - Module 4 Quiz The modern sales stack – Efficiency and Scaling.html 24.8 KB
  30 - Productivity and Route Optimization Apps (Description).html 1.2 KB
  30 - Productivity and Route Optimization Apps.en_US.srt 1.9 KB
  30 - Productivity and Route Optimization Apps.mp4 31.7 MB
  31 - Module Four Wrap-Up and Key Takeaways (Description).html 1.1 KB
  31 - Module Four Wrap-Up and Key Takeaways.en_US.srt 1.8 KB
  31 - Module Four Wrap-Up and Key Takeaways.mp4 30.8 MB
  6 - Module 5 Lead Generation – Driving the Territory & Prospecting
  32 - The Art of Prospecting (Description).html 1.1 KB
  32 - The Art of Prospecting.en_US.srt 3.3 KB
  32 - The Art of Prospecting.mp4 56 MB
  33 - Driving the Territory – The Boots on the Ground Approach (Description).html 1.2 KB
  33 - Driving the Territory – The Boots on the Ground Approach.en_US.srt 3.6 KB
  33 - Driving the Territory – The Boots on the Ground Approach.mp4 57.1 MB
  34 - The Sea of Sameness – Why Traditional Prospecting Isn't Enough (Description).html 1.2 KB
  34 - The Sea of Sameness – Why Traditional Prospecting Isn't Enough.en_US.srt 3.8 KB
  34 - The Sea of Sameness – Why Traditional Prospecting Isn't Enough.mp4 64.6 MB
  35 - The Lead Ecosystem – Expanding Your Search (Description).html 1.2 KB
  35 - The Lead Ecosystem – Expanding Your Search.en_US.srt 5.1 KB
  35 - The Lead Ecosystem – Expanding Your Search.mp4 81.1 MB
  36 - Leveraging AI and Social Media for Prospecting (Description).html 1.2 KB
  36 - Leveraging AI and Social Media for Prospecting.en_US.srt 6.3 KB
  36 - Leveraging AI and Social Media for Prospecting.mp4 87.2 MB
  37 - Building Authority – Social Media and Webinars (Description).html 1.2 KB
  37 - Building Authority – Social Media and Webinars.en_US.srt 7.6 KB
  37 - Building Authority – Social Media and Webinars.mp4 132 MB
  38 - Qualifying with Precision – Mastering the Gatekeepers of Your Time (Description).html 1.2 KB
  38 - Qualifying with Precision – Mastering the Gatekeepers of Your Time.en_US.srt 6 KB
  38 - Qualifying with Precision – Mastering the Gatekeepers of Your Time.mp4 89.9 MB
  39 - Module Five Wrap-Up and Key Takeaways (Description).html 1.2 KB
  39 - Module Five Wrap-Up and Key Takeaways.en_US.srt 3.9 KB
  39 - Module Five Wrap-Up and Key Takeaways.mp4 50.4 MB
  4 - Module 5 Quiz Lead Generation – Driving the Territory & Prospecting.html 26.3 KB
  7 - Module 6 The Consultative Process – From Discovery to Close
  40 - The Consultative Mindset (Description).html 1.2 KB
  40 - The Consultative Mindset.en_US.srt 2.6 KB
  40 - The Consultative Mindset.mp4 43 MB
  41 - Understanding the Buyer’s Psychology (Description).html 1.2 KB
  41 - Understanding the Buyer’s Psychology.en_US.srt 12.8 KB
  41 - Understanding the Buyer’s Psychology.mp4 215.5 MB
  42 - The Art of the Consultative Introduction (Description).html 1.2 KB
  42 - The Art of the Consultative Introduction.en_US.srt 4.5 KB
  42 - The Art of the Consultative Introduction.mp4 74.2 MB
  43 - The Discovery Call – Mastering the Operational Assessment (Description).html 1.4 KB
  43 - The Discovery Call – Mastering the Operational Assessment.en_US.srt 10.1 KB
  43 - The Discovery Call – Mastering the Operational Assessment.mp4 163.1 MB
  44 - The Solution Demonstration and the Closing (Description).html 1.2 KB
  44 - The Solution Demonstration and the Closing.en_US.srt 6.5 KB
  44 - The Solution Demonstration and the Closing.mp4 107.6 MB
  45 - Handling Initial Resistance – The Art of the Pivot (Description).html 1.2 KB
  45 - Handling Initial Resistance – The Art of the Pivot.en_US.srt 6.5 KB
  45 - Handling Initial Resistance – The Art of the Pivot.mp4 93.1 MB
  45 - Module 6_6_Cost Of Ownership Calculator.xlsx 19.3 KB
  46 - The Final Close and Commitment (Description).html 1.2 KB
  46 - The Final Close and Commitment.en_US.srt 5.8 KB
  46 - The Final Close and Commitment.mp4 92.8 MB
  47 - Module Six Wrap-Up and Key Takeaways (Description).html 1.2 KB
  47 - Module Six Wrap-Up and Key Takeaways.en_US.srt 2.1 KB
  47 - Module Six Wrap-Up and Key Takeaways.mp4 30.3 MB
  5 - Module 6 Quiz #1 The Consultative Process (Lectures 40 to 43).html 27.4 KB
  6 - Module 6 Quiz #2 The Consultative Process (Lectures 44 to 47).html 23.6 KB
  8 - Module 7 Post-Sale Relationship and Growth
  48 - Module 7_1_Next Steps Communication Template.pdf 51.8 KB
  48 - Module 7_1_Staff Training Checklist.pdf 65.3 KB
  48 - Module 7_1_The 30_60_90-Day Relationship Roadmap.pdf 67.4 KB
  48 - Onboarding your new customer (Description).html 1.1 KB
  48 - Onboarding your new customer.en_US.srt 4.7 KB
  48 - Onboarding your new customer.mp4 82.6 MB
  49 - Continuous Value and Account Growth (Description).html 1.2 KB
  49 - Continuous Value and Account Growth.en_US.srt 6.3 KB
  49 - Continuous Value and Account Growth.mp4 105 MB
  49 - Module 7_2_Quarterly Value Review Checklist.pdf 86 KB
  50 - Module Seven Wrap-Up and Key Takeaways (Description).html 1.2 KB
  50 - Module Seven Wrap-Up and Key Takeaways.en_US.srt 2.5 KB
  50 - Module Seven Wrap-Up and Key Takeaways.mp4 35.8 MB
  7 - Module 7 Quiz Post-Sale Relationship and Growth.html 22.7 KB
  9 - Module 8 Managing Performance and Personal Growth
  51 - Five Foundations of Sales Health (Description).html 1.2 KB
  51 - Five Foundations of Sales Health.en_US.srt 2.6 KB
  51 - Five Foundations of Sales Health.mp4 36.2 MB
  51 - Module 8_1_Daily Activity Tracker.pdf 84.4 KB
  52 - Module 8_2_Sales Forecast Worksheet.xlsx 6.5 KB
  52 - Sales Projections 101 (Description).html 1.1 KB
  52 - Sales Projections 101.en_US.srt 3.5 KB
  52 - Sales Projections 101.mp4 42.4 MB
  53 - Module 8_3_90-Day (PDP) Template.pdf 120.3 KB
  53 - Your Personal Development Plan (PDP) (Description).html 1.2 KB
  53 - Your Personal Development Plan (PDP).en_US.srt 1.9 KB
  53 - Your Personal Development Plan (PDP).mp4 26.8 MB
  54 - Module Eight Wrap-Up and Final Exam Prep (Description).html 1.2 KB
  54 - Module Eight Wrap-Up and Final Exam Prep.en_US.srt 3.8 KB
  54 - Module Eight Wrap-Up and Final Exam Prep.mp4 65 MB
  8 - Course Certification Exam.html 28 KB
  5 - The Capital Difference (Description).html 1.1 KB
  5 - The Capital Difference.en_US.srt 2.2 KB
  5 - The Capital Difference.mp4 37.9 MB
  6 - Are Salespeople Born or Made (Description).html 1.1 KB
  6 - Are Salespeople Born or Made.en_US.srt 2 KB
  6 - Are Salespeople Born or Made.mp4 34.1 MB
  7 - Why Structured Onboarding Matters (Description).html 1.1 KB
  7 - Why Structured Onboarding Matters.en_US.srt 1.8 KB
  7 - Why Structured Onboarding Matters.mp4 29.1 MB
  8 - The Reality of the Middle Market (Description).html 1.1 KB
  8 - The Reality of the Middle Market.en_US.srt 1.7 KB
  8 - The Reality of the Middle Market.mp4 29.6 MB
  9 - Shifting from Vendor to Trusted Advisor (Description).html 1.1 KB
  9 - Shifting from Vendor to Trusted Advisor.en_US.srt 1.9 KB
  9 - Shifting from Vendor to Trusted Advisor.mp4 30.5 MB
  2 - Who is this course for (Description).html 1.1 KB
  2 - Who is this course for.en_US.srt 2.2 KB
  2 - Who is this course for.mp4 39.7 MB
  3 - How will you practice and apply what you learn here (Description).html 1.2 KB
  3 - How will you practice and apply what you learn here.en_US.srt 1.8 KB
  3 - How will you practice and apply what you learn here.mp4 33.1 MB
  4 - Meet your instructor (Description).html 1 KB
  4 - Meet your instructor.en_US.srt 4.3 KB
  4 - Meet your instructor.mp4 74.6 MB

Description


The Trusted Advisor
https://WebToolTip.com
Published 7/2026

MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch

Language: English + subtitle | Duration: 2h 1m | Size: 2.79 GB
A 90-Day B2B Sales Onboarding System
What you'll learn

Adopt the Trusted Advisor Mindset: Transition from a transactional, feature-based seller to a trusted consultant who builds long-term credibility and influence.

Strategic Prospecting: Locate high-probability leads using physical territory scouting and digital trigger event tools like permit databases.

Qualify with Precision: Use advanced frameworks like BANT, CHAMP, and MEDDIC to protect your most valuable asset in sales: your time.

Identify Operational "Bleed": Master the ability to conduct deep-dive assessments in professional kitchens to quantify the financial and emotional costs of busi

Navigate Price Resistance: Pivot away from the sticker price toward Total Cost of Ownership and Invisible Value to protect profit margins.

Master the First 90 Days: Execute a post-sale roadmap including staff training, quarterly value reviews, and the collection of social proof.

Manage Personal Performance: Track the Five Foundations of Sales Health (Leads to Closed Deals) to diagnose and fix funnel leaks.

Build Accurate Forecasts: Manually calculate a Weighted Pipeline and perform quarterly recalibrations to ensure a trustworthy annual forecast.

Commit to Continuous Growth: Develop a ninety-day Personal Development Plan focusing on sales skills, technology proficiency, and mindset.
Requirements

A Growth Mindset: A willingness to move away from product-pushing and toward deep-dive business diagnostics.

Basic Professionalism: The ability to engage in a conversational, empathetic manner with business owners and decision-makers.

No Advanced Tech Needed: While CRM tools like Salesforce or Hubspot are discussed, the course provides manual alternatives for all calculations.

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