Course curriculum

  1. 1

    • Welcome to Trulioo!

    • How to use this course

    • Before we begin...

    • Weekly Goals

    • Trulioo Acronyms and Abbreviations
  2. 2

    • Week One Overview

    • Introduction to Trulioo

    • How identity verification is shaping the future of fintech and digital finance with Zac Cohen

    • Introduction to Trulioo Services

    • Trulioo 2024 Company Kickoff

    • Introduction to Your Role

    • Introduction to Trulioo Departments and Teams

    • Introduction to Trulioo Target Industries

    • Introduction to Buyer's Persona

    • Introduction to Trulioo General Tools

    • Inbound Leads-Prospecting Tool Usage

    • Outbound Leads-Prospecting Tool Usage

    • Trulioo Sales Stages in Salesforce

    • Check Your Knowledge: Create a Short Presentation on Trulioo, your role as an SDR, and the essential tools

    • Check Your Knowledge: Week One Quiz

    • Check Your Access

    • Week One Feedback
  3. 3

    • Week Two Overview

    • Introduction to Person Verification

    • Introduction to Trulioo Person Match

    • Case Study: Identity Verification Fuels eToro’s Global Expansion

    • Introduction to Trulioo Identity Document Verification

    • Introduction to Watchlist

    • Introduction to Business Verification

    • Introduction to Trulioo Business Verification

    • Introduction to Fraud Intelligence

    • Case Study: PSI-Pay: Take Zero Chances With Due Diligence

    • Introduction to Trulioo Identity Platform and Workflow Studio

    • Introduction to Workflow Studio and Orchestration

    • Solution Sheet: The Trulioo Platform

    • Check Your Knowledge: Assessing Knowledge of Trulioo Products & Services

    • Check Your Knowledge: Week Two Quiz

    • Week Two Feedback
  4. 4

    • Week Three Overview

    • Ideal Customer Profile

    • ICP, Payments

    • Case Study: Trulioo Unlocks Global Expansion For Airwallex

    • ICP, Marketplaces

    • Case Study: Building Trust and Safety Across Borders

    • ICP, Financial

    • Case Study: Meet Compliance With Ease

    • ICP, Foreign Exchange Platform, Online Trading, & Wealth Management

    • ICP, Remittance

    • How to Record a Discovery Meeting in Salesforce

    • Introduction to Marketing Engagement From Leads

    • Active Listening, Emotional Intelligence, and Effective Communication

    • Handling Objections and Maintaining a Positive Mindset

    • Check Your Knowledge: Evaluating Yor Skills

    • Check Your Knowledge: Week Three Quiz

    • Week Three Feedback
  5. 5

    • Week Four Overview

    • What is a Good Introduction Call?

    • A Good Introduction Call 1

    • A Good Introduction Call 2

    • What is a Good Discovery Call?

    • A Good Discovery Call

    • Check Your Knowledge: Mini Assignment

    • Handoff from SDR to AE

    • A Good Handoff from SDR to AE

    • Prospecting Mindset

    • Researching a Company's Website

    • Getting Robotic, Leveraging AI For Prospecting

    • Effective Outbound Email Writing

    • Sample Email Templates

    • Rules of Engagement

    • Check Your Knowledge: Evaluating Your Skills

    • Check Your Knowledge: Week Four Quiz

    • Week Four Feedback
  6. 6

    • Trulioo Sales Discovery Questions

    • Recap of Trulioo SDR Onboarding!