CBS Training  Video walkthroughs

Training videos

Narrated walkthroughs of the CBS system. These run on the training (sandbox) system — no real emails, texts or payments are sent.

For reps — taking a call · about 6 min

Everything a rep needs, and nothing they don't: sign in, take a call from the dialer, build the order on one screen, then finish it — send the deal, or send a proof for the customer to check first. With on-screen tips and the rep golden rules.

Chapters
  • 0:00 Overview
  • 0:13 Sign in
  • 0:27 Your deal screen
  • 0:47 Step 1 — check the details
  • 1:10 Look the company up
  • 1:58 The right address — between the two lookups
  • 2:40 Step 2 — pick the school
  • 2:57 Step 3 — books & payment
  • 3:13 The check before it sends
  • 3:41 Two ways to finish
  • 4:06 Your call-backs list
  • 4:40 What the customer sees
  • 5:19 Spotted something broken?
  • 5:33 The wallboard
The rep golden rules
Sign in once at the start of your shift
Read the details back before you send
Confirm the right school with the customer
Send a proof if they want to see it first
Don't retype what the dialer already filled in
Don't make a new deal for a call-back — it re-opens
Leave invoices, chasing & paperwork to the office

British voiceover. Recorded live on the training system.

Taking an order — start to finish · about 7 min

The full journey: a call comes in from the dialer, you take and price the order, the customer pays, you chase with Next debtor, record the money, email them, and the books are confirmed, posted and dispatched. With on-screen tips and the golden do's & don'ts.

Chapters
  • 0:00 Overview
  • 0:11 Sign in
  • 0:20 Today's work
  • 0:43 The orders list
  • 1:03 Inside an order
  • 1:28 Email the customer
  • 1:58 Confirmation room
  • 2:31 Credit control — chasing money
  • 3:17 Taking the money — Record payment & re-offers
  • 3:56 Replies & unmatched email
  • 4:25 Sorting an unmatched email
  • 4:45 Post room
  • 5:20 Dispatch room
  • 5:40 Chargebacks
  • 6:05 Repeats — re-selling
  • 6:22 Looking things up
  • 6:35 Bug reports from the team
  • 6:51 Templates
The golden rules
Read details back & confirm the school before sending
Log every call, promise & note on the timeline
Chase with Next debtor — Record payment when money lands
Use the early-payment saving (or re-offer it) to get paid faster
Don't chase past a promise date or do-not-contact flag
Don't ship before the order is paid & confirmed

British voiceover. Recorded live on the training system.

For the owner — setting up & overseeing · about 5 min

The owner-only layer on top of the manager guide: set up a campaign and its Stripe keys, branding and test sends, staff & roles (and View-as), the money thresholds, the optional helpers (company / address lookup, the AI assistant), the book & cover, the audit log, agent call times, and the training-mode safety switch.

Chapters
  • 0:00 Overview
  • 0:11 You see everything
  • 0:24 Your campaigns
  • 0:37 Setting up a campaign
  • 1:21 Logos & test sends
  • 1:38 Staff & roles
  • 2:28 Thresholds & settings
  • 2:44 Switching the helpers on
  • 3:26 The book & its cover
  • 3:41 The audit log
  • 3:53 The wallboard
  • 4:07 Agent call times — spotting the tricks
  • 4:35 The safety switch — training mode
The owner golden rules
Set each campaign's branding, prices & Stripe LIVE key
Add staff on the right role — only owners make owners
Tune the chase thresholds; check the audit log
Use View-as to see the system as any staff member
Don't leave the Stripe TEST key in once you go live
Don't share the owner login — the roles exist for a reason

British voiceover. Recorded live on the training system.

Quick overview · 90 sec

A short tour of the same journey, if you just want the highlights.