Sales Academy
Learn the product. Master the process.
Earn the right to lead the demo.
Three-week onboarding: Week 1 training and certifications, Week 2 guided calls and graduation, and Week 3 solo calls.
Our Core Values
Five principles that guide how we serve dealers, work together, and take responsibility for results.
Competitive Greatness
Amplify Excellence
Sincere Candor
Servant Heart
Absolute Ownership
At a glance
November 2–20 · Training roadmap
All times are Arizona local time. Monday lunch is 11:30 AM–12:30 PM; Tuesday–Friday lunch is noon–1:00 PM. Wednesday includes Founders Lunch. Week 2 runs Monday–Friday with graduation on Friday; Week 3 focuses on solo calls.
Training curriculum
Choose a representative and check off modules as they are completed. Progress is saved securely to Supabase. Use the checkbox to mark complete or undo.
Fathom — Call Review & Coaching
Learn how to review recorded sales calls, evaluate discovery and presentation quality, and turn feedback into a repeatable improvement plan. This module is separate from GHL training.
How to Use Fathom for Call Review
Watch the recorded walkthrough, then open an approved sales call in Fathom. Identify strengths, missed discovery opportunities, and actionable coaching takeaways.
Hands-on assignment
- Watch the Fathom training video.
- Review one manager-approved recorded Shiftly sales call.
- Document two strengths and two opportunities for improvement.
- Identify at least three discovery questions asked or missed.
- Write three specific coaching actions for your next sales conversation.
Use only authorized recordings and follow company privacy and recording-consent policies.
Certification checkpoint
Manager reviews the call analysis and confirms the representative can navigate a Fathom recording, extract useful insights, and present a coaching plan.
Independent study center
11:00 AM – 12:00 PM each day · Designed for focused work while the manager handles other priorities.
Certification scorecard
Suggested minimum score: 85% for product assessments. Scores are entered by the manager.
Discovery Training Quiz — My Results
Results sync from Google Forms · passing score 80%
Manager command center
Team roster
Discovery Quiz Results
Live results from Google Forms · 80% passing score · every attempt retained
Completion & readiness
Export progress
Download a CSV snapshot of training completion and assessment scores.
Important Links
Shiftly Training Reference Document
Shared Google Doc reference for Shiftly training.
↗ Open Training Reference DocumentTraining resource library
Paste the links your team uses. Links are saved in this browser only.
Shiftly Sales Academy · Module completion syncs with Supabase. Quiz scores will be integrated separately.