FinRev Sales Toolkit

The FinRev Sales Toolkit provides resources and links for the Sales team, including:

  • FinRev Overview slides to present to customers
  • Products results
  • Share files for customers - e.g. recent AMA recordings, calculators, simulations
  • Ontraport Sales Workflow links to process FinRev Sales
  • Post-sales resources - e.g. how to update customer credit cards on file
  • FAQs

Access the FinRev Sales Toolkit here:

https://app.process.st/pages/Financial-Revolution-Sales-Toolkit-s770aAL2B4JdBR5UIkBKDw/view

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