# ELEVATE9 TEAM TRAINING SYSTEM
## Role-Specific Training & Responsibilities

**Version:** 1.0  
**Created:** January 2026  
**Owner:** Austyn Beach, Elevate9 Inc

---

## 📋 TABLE OF CONTENTS

1. **Sales Team Training** (Vision-First Pipeline)
2. **Brand Director Training** (FEO Implementation)
3. **Production Team Training** (Video/Photo)
4. **Web Development Training** (Technical Standards)
5. **Project Management Training** (Client Coordination)
6. **Admin/Support Training** (Operations)

---

## 1. SALES TEAM TRAINING

### **Role Overview**

**Position:** Sales Manager / Closer  
**Reports To:** Austyn Beach  
**Compensation:** Commission-based or base + commission  
**Core Responsibility:** Convert qualified leads into paying clients

### **Week 1 Training**

**Day 1-2:**
- Read Master Operations Manual (complete)
- Study Pre-Call Qualifier system
- Study Vision-First Discovery questions
- Shadow 2 live calls with Austyn

**Day 3-4:**
- Complete 3 practice audits using template
- Review Objection Scripts
- Build first practice proposal
- Role-play discovery call

**Day 5:**
- Run first solo gauge call (with Austyn listening)
- Debrief and review
- Set Week 2 goals

### **Week 2-4: Ramp-Up**

**Targets:**
- Qualify 20 leads
- Complete 10 audits
- Run 5 discovery calls
- Send 5 proposals
- Close 2 deals

### **Tools You'll Use Daily**

- CRM (Pipedrive)
- Pre-Call Qualifier template
- 15-Minute Audit template
- Proposal builder
- Objection response scripts
- Same-day close incentive framework

### **Performance Metrics**

**Weekly:**
- Leads qualified: 5
- Discovery calls: 3
- Proposals sent: 2
- Deals closed: 1

**Monthly:**
- Leads qualified: 20
- Discovery calls: 10-12
- Proposals sent: 8-10
- Deals closed: 3-4
- Revenue generated: $25K+

**Success Benchmark:** 50%+ close rate on qualified leads

### **Key Responsibilities**

✅ Qualify all incoming leads within 4 hours  
✅ Run speed qualifier (30sec-5min)  
✅ Complete 15-min audit before every call  
✅ Conduct gauge calls (10-15min)  
✅ Run pre-production meetings (45min) when needed  
✅ Send proposals within 1 hour of call  
✅ Handle objections professionally  
✅ Close deals with same-day incentives  
✅ Execute 3-touch follow-up sequence  
✅ Log all activity in CRM  
✅ Weekly pipeline review with Austyn

### **Red Flags to Avoid**

🚫 Pitching before qualifying  
🚫 Skipping the audit  
🚫 Talking more than listening  
🚫 Giving away strategy for free  
🚫 Discounting to close  
🚫 Making promises we can't keep

### **Sales Philosophy**

We're not order-takers. We're strategic advisors.

**Your job is to:**
1. Qualify hard
2. Deliver insight
3. Build conviction
4. Close with confidence
5. Hand off cleanly to delivery team

**Remember:** Every "no" today is information for better targeting tomorrow.

---

## 2. BRAND DIRECTOR TRAINING

### **Role Overview**

**Position:** Brand Director  
**Reports To:** Austyn Beach  
**Core Responsibility:** Execute FEO process and deliver strategic brand clarity

### **Skills Required**

- Strategic thinking
- Brand strategy knowledge
- Client interviewing
- Copywriting
- Content planning
- Project leadership

### **Week 1 Training**

**Day 1:**
- Read Master Operations Manual
- Study FEO Framework deeply
- Review Brand Build Roadmap
- Understand Vision-First philosophy

**Day 2-3:**
- Review 3 past client Vision Blueprints
- Study Brand Messaging Framework examples
- Watch past client discovery recordings
- Learn content pillar system

**Day 4-5:**
- Shadow Austyn on 2 client projects
- Practice Vision Blueprint creation
- Practice messaging framework development
- Review and feedback

### **Your Process (Every Project)**

#### **Phase 1: Capture the Vision (3-5 days)**

**Tasks:**
1. Client discovery interview (60-90min)
2. Define brand purpose
3. Identify target audience (demographics + psychology)
4. Map brand personality (tone + emotional identity)
5. Create Vision Blueprint document

**Deliverable:** Vision Blueprint

**Questions You'll Ask:**
- "What are you actually building?"
- "Why does it matter?"
- "Who is this for?" (be specific)
- "What do you want people to feel?"
- "What's the story that got you here?"

**Success Criteria:**
- Client says "yes, that's it" when you read it back
- Vision is clear enough for anyone to understand
- Direction is non-negotiable and documented

#### **Phase 2: Plan the Message (2-3 days)**

**Tasks:**
1. Create tagline (core brand message)
2. Write sub-headline (support line)
3. Build marketing angles (hooks + emotional triggers)
4. Create Brand Messaging Framework

**Deliverable:** Brand Messaging Framework

**Framework Includes:**
- Tagline
- Sub-headline
- Value propositions
- Key messages
- Tone of voice guidelines
- Content pillars
- Story structure

#### **Phase 3: Direct Content Recording (Support Role)**

**Your Role:**
- Script founder messages
- Direct on-camera delivery
- Provide feedback during shoots
- Ensure messaging aligns with Vision Blueprint

**Work With:** Ladell, Hansa

### **Tools You'll Use**

- Vision Blueprint template
- Messaging Framework template
- Client interview question bank
- Brand personality assessment
- Competitive analysis template

### **Quality Standards**

**Every deliverable must:**
- Align with FEO framework
- Be clear and concise
- Be defensible (backed by strategy)
- Be usable by the entire team
- Get client approval before moving forward

**Your Mantra:** "If people can't explain the brand after 30 seconds, it's not clear enough."

---

## 3. PRODUCTION TEAM TRAINING

### **Ladell Walker - Lead Editor & Visual QA**

#### **Role Overview**

**Core Responsibilities:**
- Video editing (all client projects)
- Visual quality assurance
- Production support
- Client-facing shoots
- Field operations

#### **Quality Standards**

**Every video must:**
- Be 1080p minimum
- Have professional audio (clean, no background noise)
- Follow brand style (color grade, pacing, music)
- Tell a story (not just B-roll cut together)
- Meet excellence standard before delivery

**Your Judgment Call:**
If it doesn't meet the standard, it doesn't ship—even if timeline is tight.

#### **Typical Project Load**

- Brand announcement video (60-90sec)
- Founder message (2-3min)
- Lifestyle B-roll (10-15 clips)
- Short-form reels (5-10 vertical videos)
- Logo animation (15-30sec)

**Turnaround Time:** 3-5 days from raw footage to final delivery

#### **Tools**

- Editing software (Final Cut/Premiere/DaVinci)
- Color grading presets
- Music library
- SFX library
- Export templates

### **Hansa Lindhol - Camera/Production**

#### **Role Overview**

**Core Responsibilities:**
- Video shoots
- Production setup
- B-roll capture
- Lighting/audio setup
- Field support

#### **Standard Shoot Checklist**

**Pre-Shoot:**
- [ ] Equipment check (camera, lenses, audio, lights)
- [ ] Location scout (if new location)
- [ ] Shot list from Brand Director
- [ ] Client brief (what we're capturing and why)
- [ ] Backup plan (weather, location issues)

**During Shoot:**
- [ ] Multiple takes of key shots
- [ ] Audio check every setup
- [ ] White balance check
- [ ] Focus check
- [ ] Get more B-roll than you think you need

**Post-Shoot:**
- [ ] Backup footage immediately
- [ ] Organize by scene/setup
- [ ] Flag best takes
- [ ] Hand off to Ladell with notes

#### **Shoot Types**

**Brand Announcement:** 2-3 hours  
**Founder Interview:** 1-2 hours  
**Lifestyle B-Roll:** 3-4 hours  
**Product Shots:** 2-3 hours

---

## 4. WEB DEVELOPMENT TRAINING

### **Joe Riley - Lead Web Designer/Developer**

#### **Role Overview**

**Core Responsibilities:**
- Landing page builds
- Full website development
- Technical implementation
- Speed/mobile optimization
- SEO setup

#### **Standard Build Process**

**Landing Page (2-3 days):**
1. Receive Vision Blueprint + Messaging Framework
2. Build hero section (tagline + CTA)
3. Add brand story section
4. Create CTA block
5. Upload visuals
6. QA test (mobile + desktop)

**Full Website (7-10 days):**
1. Build home page
2. Build About page
3. Build product/service pages
4. Set up SEO (meta + schema)
5. Install analytics (GA4 + Pixel)
6. Mobile optimization
7. Speed optimization
8. Final QA testing

#### **Technical Standards**

**Every Website Must:**
- Load in <2 seconds
- Be fully responsive (mobile-first)
- Have clean code (no bloat)
- Include proper meta tags
- Have schema markup
- Include SSL certificate
- Pass accessibility standards
- Work across all major browsers

#### **QA Checklist**

**Before Launch:**
- [ ] All links work
- [ ] All forms submit correctly
- [ ] Mobile looks perfect
- [ ] Speed test passes
- [ ] SEO audit passes
- [ ] Cross-browser test complete
- [ ] Client review approved

#### **Tools**

- WordPress / Custom build
- Page builders (if needed)
- Analytics setup
- SEO tools
- Speed testing tools
- Browser testing tools

---

## 5. PROJECT MANAGEMENT TRAINING

### **Madison - Project Manager**

#### **Role Overview**

**Core Responsibilities:**
- Timeline tracking
- Client communication (operational)
- Deliverable coordination
- Admin support
- Team coordination

#### **Weekly Responsibilities**

**Monday:**
- Review all active projects
- Update timeline for each
- Flag any blockers
- Send week-ahead email to clients

**Daily:**
- Check in with team on progress
- Update project status
- Respond to client questions
- Coordinate between departments

**Friday:**
- Week review with each client
- Prep next week's tasks
- Update pipeline
- Report to Austyn

#### **Client Communication**

**Kickoff Email (After Sale):**
```
Subject: Welcome to Elevate9! Here's What's Next

Hi [Name],

Excited to start building with you.

Here's what happens next:

Week 1: Vision capture + messaging
Week 2: Content recording
Week 3: Design work
Week 4: Landing page build
Week 5-6: Full website

I'll be your main point of contact throughout.
Any questions, just reply to this email.

Let's build something premium.

- Madison
Elevate9 Team
```

**Weekly Update Template:**
```
Subject: Week [X] Update - [Client Name]

Hi [Name],

Quick update on where we are:

✅ Completed this week:
- [Task 1]
- [Task 2]

🔄 In progress:
- [Task 3]
- [Task 4]

📅 Coming next week:
- [Task 5]
- [Task 6]

On track for [launch date].

Questions? Let me know.

- Madison
```

#### **Tools**

- Microsoft Teams
- Microsoft Lists
- Email templates
- Timeline tracker
- Status update templates

---

## 6. ADMIN/SUPPORT TRAINING

### **Tyler - Research**

#### **Role Overview**

**Core Responsibilities:**
- Market research
- Competitor analysis
- Content research
- Data gathering
- 15-minute audit support

#### **Typical Research Tasks**

**For Sales:**
- Company background research
- Competitor website analysis
- Industry trends
- Market positioning

**For Brand Director:**
- Target audience research
- Industry best practices
- Content inspiration
- Trend analysis

**For Marketing:**
- Social media audit
- Content performance analysis
- Platform research

#### **Research Deliverable Template**

**Company:** [Name]  
**Industry:** [Industry]  
**Website:** [URL]

**Key Findings:**
- [Finding 1]
- [Finding 2]
- [Finding 3]

**Competitive Landscape:**
- [Competitor 1] - [What they do well]
- [Competitor 2] - [What they do well]

**Opportunities:**
- [Gap 1]
- [Gap 2]

**Recommendation:**
[Strategic insight based on research]

---

## UNIVERSAL TEAM STANDARDS

### **Communication**

**Response Times:**
- Urgent: Within 2 hours
- Standard: Within 24 hours
- Internal Slack: Within 4 hours

**Communication Channels:**
- Project updates: Teams
- Urgent: Text/call
- Documentation: SharePoint/OneDrive
- Client-facing: Email

### **Meetings**

**Weekly Team Sync (Monday 12pm):**
- Pipeline review
- Project updates
- Blocker identification
- Week planning

**Weekly Debrief (Friday 3pm):**
- Week review
- Wins and challenges
- Next week prep
- Process improvements

### **File Management**

**Naming Convention:**
```
[ClientName]_[ProjectType]_[Version]_[Date]
Example: JohnsonMedical_Logo_v2_2026-01-15
```

**Folder Structure:**
```
Clients/
├── [Client Name]/
│   ├── 01_Discovery/
│   ├── 02_Content/
│   ├── 03_Design/
│   ├── 04_Web/
│   └── 05_Final_Deliverables/
```

### **Quality Control**

**Every deliverable must:**
- Be reviewed by 2+ team members
- Pass QA checklist
- Get Austyn or Ladell approval
- Meet excellence standard

**If something doesn't meet the standard:**
- Flag it immediately
- Don't ship it
- Fix it or escalate

### **Professional Standards**

✅ Show up on time  
✅ Communicate proactively  
✅ Own your mistakes  
✅ Ask for help when needed  
✅ Respect deadlines  
✅ Maintain confidentiality  
✅ Represent the brand professionally

---

## TRAINING CERTIFICATION

**To be considered fully trained, you must:**

1. ✅ Read Master Operations Manual
2. ✅ Complete role-specific training
3. ✅ Shadow experienced team member
4. ✅ Complete practice project
5. ✅ Pass QA review
6. ✅ Get approval from Austyn/Ladell

**Training Complete:** [Date]  
**Certified By:** [Name]  
**Role:** [Position]

---

**Document Version:** 1.0  
**Created:** January 2026  
**For:** Elevate9 Team  
**Owner:** Austyn Beach