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Take your account to the next level. Sign up for one of our online classes!

The NEW Leap Dashboard is Coming Soon!

The Leap Dashboard 3.0 is coming soon!
Last week, we invited you to get a sneak peak of the newly enhanced, easier to use Leap dashboard! We hope you could make it. If you couldn’t make it, you can watch the recorded version of the training here.

Leap Academy is your go-to resource to take you, sales, and your production team beyond the basics of Leap’s functionality. It will improve your overall usability of Leap’s app, making you and your team an expert in its functionality, ultimately bringing your entire customer experience to the next level.

Price Guide 101

This class is for those who are new to using and managing the Leap price guide and for those who would like a refresher on the basics. In this class, we will go over all of the most important parts of the price guide that you need to know to manage and update your products and prices. 

1/26 – 11 AM

2/9 – 11 AM

2/23 – 11 AM

Contracts 101

This class is for those who are new to managing contracts and proposals, or for those who would like a refresher on the basics. During this class we will cover the basics of using the document editor and how to link your products to a contract.

1/26 – 2 PM

2/9 – 2 PM

2/23 – 2 PM

Don’t Be Afraid of Financing

Financing is a powerful tool that you can use to help close the deal. In this class, you will learn how to position financing in a way that is beneficial to your customer and use it to overcome common objections. We will go over best practices on presenting financing options to customers. Finally, you will learn, step-by-step, how to set up financing in your account. After this class financing won’t seem so scary.

2/10 – 2pm

Next Level Price Guide Setup

You’ve already got your basic price guide set up now level it up with step-by-step price guide setup strategies. Give your customers options with Packages. Never miss a detail with Additional Details. Manage your prices with Mass Price Changes. Add another layer of value with Custom Placeholders. This class will give you the tools to elevate your Price Guide to the next level.

1/18 – 2 PM

1/25 – 2 PM

2/8 – 2 PM

2/15 – 2 PM

2/22 – 2 PM

Create Next Level Proposals Tips and Tricks

If you’re not using proposals in Leap yet you should be. Go beyond a simple quote and learn best practices on how to build a presentation-ready proposal. In this class, you’ll learn different proposal strategies from scope of work to package comparisons and tips and tricks to creating a visually pleasing document that conveys professionalism.

1/27 – 2 PM

2/10 – 2 PM

2/17 – 2 PM

2/24 – 2 PM

Spend More Time Closing with Leap

Are you looking to make the most out of your Leap account? This class is all about time-saving tools and techniques. Learn about the different ways Leap can save you time during your sales process so you can spend more time closing the sale. This class is all about welding the iPad in a way that will reduce time on data entry and paperwork so you can focus on the more important aspects of the sales process.

2/16 – 11 AM

Never Sell a Deal Below Minimum

Have your sales reps ever underbid a job? Maybe they forget to account for financing and credit-card fees? In this class, you will learn the tools that Leap offers that will allow you to control the deal. Learn how to use price formulas to account for fees, and how to limit price drops both at the estimate and within the contracts. After taking this class you will never sell a deal below minimum.

1/19 – 2 PM

2/16 – 2 PM