WEEK 2 – CapSeriesx Internship Program

DAY 6
SALES FUNDAMENTALS & INVESTOR PSYCHOLOGY This module provides complete coverage of: • The CapSeriesX Sales Philosophy • Understanding Investor Psychology • The Consultative Sales Approach • Building Trust & Credibility • Active Listening & Needs Discovery • The SPIN Selling Framework

Section 1: The CapSeriesX Sales Philosophy
Section 2: Investor Psychology
Section 3: The Consultative Sales Approach
Section 4: The SPIN Selling Framework
EXERCISE: Practical Exercises

DAY 7
INVESTOR COMMUNICATION CHANNELS, SCRIPTS & BEST PRACTICES This module provides complete coverage of: • Communication Channel Selection • Email Templates & Best Practices • Phone Call Scripts & Techniques • Video Calls & Virtual Meetings • Follow-Up Cadence & Timing

WEEK 2 – CapSeriesx Internship Program

Course Content

Section 1: The CapSeriesX Sales Philosophy

Section 2: Investor Psychology

Section 3: The Consultative Sales Approach

Section 4: The SPIN Selling Framework

EXERCISE: Practical Exercises

DAY 7
INVESTOR COMMUNICATION CHANNELS, SCRIPTS & BEST PRACTICES This module provides complete coverage of: • Communication Channel Selection • Email Templates & Best Practices • Phone Call Scripts & Techniques • Video Calls & Virtual Meetings • Follow-Up Cadence & Timing

Section 1: Communication Channels

Section 2: Email Communication

Section 3: Phone Communication

Section 4: Video Calls

Section 5: Follow-Up Strategy

EXERCISE: Practical Exercises

DAY 8
OBJECTION HANDLING TURNING CONCERNS INTO CONFIDENCE

Section 1: Understanding Objections

Section 2: Common Objections & Responses

Section 3: Advanced Techniques

EXERCISE: Role-Play Exercise

DAY 9
CRM & PIPELINE MANAGEMENT ORGANIZING YOUR INVESTOR RELATIONSHIPS

Section 1: CRM Fundamentals

Section 2: The Investor Pipeline

Section 3: Daily CRM Habits

EXERCISE

DAY 10
PRESENTATION SKILLS DELIVERING COMPELLING INVESTOR PRESENTATIONS

Section 1: Presentation Fundamentals

Section 2: Delivery Techniques

Section 3: Handling Questions

Section 4: Presentation Checklist

EXERCISE

Course Content

Section 1: The CapSeriesX Sales Philosophy

Section 2: Investor Psychology

Section 3: The Consultative Sales Approach

Section 4: The SPIN Selling Framework

EXERCISE: Practical Exercises

DAY 7 INVESTOR COMMUNICATION CHANNELS, SCRIPTS & BEST PRACTICES This module provides complete coverage of: • Communication Channel Selection • Email Templates & Best Practices • Phone Call Scripts & Techniques • Video Calls & Virtual Meetings • Follow-Up Cadence & Timing

Section 1: Communication Channels

Section 2: Email Communication

Section 3: Phone Communication

Section 4: Video Calls

Section 5: Follow-Up Strategy

EXERCISE: Practical Exercises

DAY 8 OBJECTION HANDLING TURNING CONCERNS INTO CONFIDENCE

Section 1: Understanding Objections

Section 2: Common Objections & Responses

Section 3: Advanced Techniques

EXERCISE: Role-Play Exercise

DAY 9 CRM & PIPELINE MANAGEMENT ORGANIZING YOUR INVESTOR RELATIONSHIPS

Section 1: CRM Fundamentals

Section 2: The Investor Pipeline

Section 3: Daily CRM Habits

EXERCISE

DAY 10 PRESENTATION SKILLS DELIVERING COMPELLING INVESTOR PRESENTATIONS

Section 1: Presentation Fundamentals

Section 2: Delivery Techniques

Section 3: Handling Questions

Section 4: Presentation Checklist

EXERCISE

DAY 7
INVESTOR COMMUNICATION CHANNELS, SCRIPTS & BEST PRACTICES This module provides complete coverage of: • Communication Channel Selection • Email Templates & Best Practices • Phone Call Scripts & Techniques • Video Calls & Virtual Meetings • Follow-Up Cadence & Timing

DAY 8
OBJECTION HANDLING TURNING CONCERNS INTO CONFIDENCE

DAY 9
CRM & PIPELINE MANAGEMENT ORGANIZING YOUR INVESTOR RELATIONSHIPS

DAY 10
PRESENTATION SKILLS DELIVERING COMPELLING INVESTOR PRESENTATIONS