Take your account to the next level. Sign up for one of our online classes!
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. This class goes over all of the most important parts of the price guide that you need to know to manage and update your products and prices.
This class is for those who are new to managing contracts and proposals, or for those who would like a refresher on the basics. This class covers the basics of using the document editor and how to link your products to a contract.
Top 10 Tips for Using Leap
Top 10 Leap tips and tricks that you might not know. We’ll run through 10 tips for using Leap that can save you time and frustration in this class.
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.
Master Your Price Guide
You’ve already got your basic price guide set up now learn about advanced tools and tricks to master your Price Guide. Automate your Estimate with quantity formulas. Have more flexibility by setting up custom quote products. Add another layer of value with Custom Placeholders. Make changes faster with Mass Copy. This class will give you the tools to elevate your Price Guide to the next level.
12/08 – 2 PM EST
12/15 – 2 PM EST
Become a Proposal Pro
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 customizing our pre-made templates to displaying finance options and tips and tricks to creating a visually pleasing document that conveys professionalism.
12/13 – 2 PM EST
12/20 – 2 PM EST
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.
Upcharges In Depth
Upcharges in Leap give you a lot of flexibility over your products and pricing. Take the mystery out of setting them up and bringing them over into your contracts with our Upcharges In-Depth Class. During this class, I’ll show you how to add upcharges to your price guide. The different ways you can price them. How to bring information about them over into your documents. Lastly, we’ll cover common troubleshooting issues.
Discounts & Formulas
Learn all the ways you can add discounts to your Leap app. We will explore the different ways you can add discounts to your account during this class. You’ll see how to implement different types of discounts in your Estimates and Documents step by step.