Master SalesTeamPro. Strengthen Follow-Up. Grow Your Business.
Join Roy Matlock, Jr. and the STP team each Tuesday for practical training designed to help advisors and producers use SalesTeamPro more effectively for outreach, lead nurturing, campaigns, automation, and client communication.
Reserve Your Spot
Register for the next live SalesTeamPro training session.
What You’ll Learn in SalesTeamPro Training
Get practical coaching on how to use SalesTeamPro more effectively so you can improve follow-up, simplify your workflow, and stay in front of more prospects consistently.
Register Now →Build Better Follow-Up Systems
Learn how to create consistent communication that keeps prospects engaged without having to start from scratch every day.
Register Now →Use Campaigns More Strategically
See how to apply STP campaigns and content in a way that supports real conversations, not just generic outreach.
Register Now →Track Engagement More Effectively
Understand how to use opens, clicks, and activity notifications to prioritize the people most likely to respond.
Register Now →Organize Your CRM for Action
Get better at managing contacts, notes, opportunities, and next steps so your database becomes more useful.
Register Now →Improve Lead Nurturing
Learn how to move leads from initial interest to actual appointments through better timing, stronger structure, and consistent communication.
Register Now →Make STP Part of Your Weekly Workflow
Discover simple ways to use the platform consistently so it supports your business growth instead of becoming another unused tool.
Register Now →Built for professionals who want better systems, better follow-up, and better growth.
Whether you're just getting started with SalesTeamPro or want to use it more effectively, these sessions are designed to help you turn the platform into a real business tool.
Inside a Typical Training
Each session is designed to be practical, relevant, and immediately useful.
Platform Walkthroughs
Learn how key features work and how to use them more efficiently.
Campaign Strategy
See better ways to apply content, email campaigns, and outreach tools.
Follow-Up Systems
Build habits and workflows that keep leads moving instead of sitting idle.
Sales Process Improvements
Discover ways to tighten your communication, organization, and next steps.
Q&A and Practical Coaching
Get clarity on real-world questions and how to apply STP in your business.
Real-world business coaching focused on practical growth with technology.
Learn from decades of experience in financial services, team building, marketing, follow-up systems, and business development. Each training is built to help you use SalesTeamPro more intentionally and more effectively.
Frequently Asked Questions
Is this training free?
Yes. The weekly SalesTeamPro training is free to attend.
Who should attend?
Advisors, producers, agency builders, and anyone who wants to use SalesTeamPro more effectively in their business.
Do I need to already use SalesTeamPro?
No. These trainings are helpful for both current users and those considering the platform.
What kind of topics are covered?
Topics include campaigns, follow-up systems, lead nurturing, CRM organization, engagement tracking, and workflow improvements.