Training Hub

All video lessons and system training in one place — Academy courses, Kixie phone system, and GoHighLevel CRM.

Welcome Video

Welcome & Company Foundations (Ascend Capital)

Welcome & Company Foundations (Ascend Capital)

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Welcome & Company Foundations (Ascend Capital)

Start here — learn about Ascend Capital's mission, values, and your role.

Company Mission
Our Core Values
Your Role as a Funding Rep
Daily Expectations
Company Culture
Performance Standards

Academy Video Lessons

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Module 1: Welcome & Company Foundations5 videos

Course Welcome

Course Welcome

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Course Welcome

Video: Welcome & Company Foundations (Ascend Capital)

⏱ 3 min

Company Mission & Values

Company Mission & Values

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Company Mission & Values

Video: Company Mission & Values (Ascend Capital)

⏱ 5 min

The Ascend Capital Standard

The Ascend Capital Standard

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The Ascend Capital Standard

Video: The Ascend Capital Standard (Ascend Capital)

⏱ 5 min

What Is Business Funding?

What Is Business Funding?

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What Is Business Funding?

Video: Lesson 2: What Is Business Funding? (Ascend Capital)

⏱ 8 min

Identifying Qualified Prospects

Identifying Qualified Prospects

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Identifying Qualified Prospects

Video: Lesson 3: Identifying Qualified Prospects (Ascend Capital)

⏱ 7 min

Module 2: Cold Calling13 videos

Cold Calling Fundamentals

Cold Calling Fundamentals

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Cold Calling Fundamentals

Video: Lesson 4: Cold Calling Fundamentals (Ascend Capital)

⏱ 8 min

Anatomy of a Cold Call

Anatomy of a Cold Call

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Anatomy of a Cold Call

Video: Lesson 5: The Anatomy of a Successful Cold Call (Ascend Capital)

⏱ 10 min

Watch a Cold Call

Watch a Cold Call

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Watch a Cold Call

Video: Watch a Cold Call (Ascend Capital)

⏱ 5 min

The Ascend Capital Cold Call Script

The Ascend Capital Cold Call Script

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The Ascend Capital Cold Call Script

Video: Cold Call Masterclass: The Perfect Script (30MPC)

⏱ 10 min

Building Rapport

Building Rapport

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Building Rapport

Video: Building Rapport With Anyone in Sales (Jeremy Miner)

⏱ 7 min

Asking Powerful Questions

Asking Powerful Questions

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Asking Powerful Questions

Video: 4 GOAT Sales Discovery Questions (Matt Macnamara)

⏱ 7 min

Understanding Your Prospect

Understanding Your Prospect

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Understanding Your Prospect

Video: BANT Sales Qualification Framework (Tech Sales Academy)

⏱ 8 min

Booking More Appointments

Booking More Appointments

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Booking More Appointments

Video: How I Book 3-5 Appointments Per Day (Connor Murray)

⏱ 7 min

Prospecting & List Building

Prospecting & List Building

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Prospecting & List Building

Video: The Best B2B Sales Prospecting Techniques For SDR/BDRs (Connor Murray)

⏱ 8 min

Tonality & Voice Techniques

Tonality & Voice Techniques

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Tonality & Voice Techniques

Video: The POWER of the Right Tone on Cold Calls (Connor Murray)

⏱ 6 min

Discovery Call Masterclass

Discovery Call Masterclass

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Discovery Call Masterclass

Video: Discovery Masterclass: Run a Perfect Discovery Call (30MPC)

Discovery Call Blueprint

Discovery Call Blueprint

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Discovery Call Blueprint

Video: Discovery Call Blueprint: Our Exact Flow on Every Deal (Connor Murray)

Appointment Setting Strategies

Appointment Setting Strategies

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Appointment Setting Strategies

Video: Setting an Appointment in Sales with ANY Customer (Founder-Led Revenue)

Module 3: Difficult Conversations3 videos

Gatekeepers

Video: How to Get Past The Gatekeeper (30MPC)

⏱ 7 min

Leaving Great Voicemails

Leaving Great Voicemails

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Leaving Great Voicemails

Video: Sales Voicemail Script: 70%+ Callback Rate (Marcus Chan)

⏱ 6 min

Objection Handling

Objection Handling

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Objection Handling

Video: 9 Minute Training To Destroy Any Sales Objection (Jeremy Miner)

⏱ 15 min

Module 4: CRM & Operations4 videos

GoHighLevel CRM

GoHighLevel CRM

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GoHighLevel CRM

Video: GoHighLevel Tutorial for Beginners (Charlie Chang)

⏱ 8 min

Writing Great CRM Notes

Writing Great CRM Notes

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Writing Great CRM Notes

Video: Best Way to Take Notes During a Sales Call (Matt Easton)

⏱ 7 min

Pipeline Management

Pipeline Management

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Pipeline Management

Video: Sales Pipeline Management Best Practices (TK Kader)

⏱ 7 min

Daily Workflow

Daily Workflow

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Daily Workflow

Video: SDR Workflow for Maximum Productivity (Connor Murray)

⏱ 8 min

Module 5: Becoming a Top Performer7 videos

Time Management

Time Management

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Time Management

Video: Tips for Time Management in Sales (Matt Easton)

⏱ 6 min

Pipeline & Deal Velocity

Pipeline & Deal Velocity

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Pipeline & Deal Velocity

Video: Sales Pipeline Management Best Practices (TK Kader)

⏱ 7 min

Handling Burnout & Resilience

Handling Burnout & Resilience

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Handling Burnout & Resilience

Video: The ONLY Cold Call Mindset Video You'll Ever Need (Connor Murray)

⏱ 7 min

Goal Setting & Self-Motivation

Goal Setting & Self-Motivation

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Goal Setting & Self-Motivation

Video: 9 Habits of Successful Salespeople

⏱ 7 min

Professional Communication

Professional Communication

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Professional Communication

Video: Improve Communication Skills for Sales (Alex Berman)

⏱ 7 min

Compliance & Ethics

Compliance & Ethics

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Compliance & Ethics

Video: Navigating TCPA Compliance (Holland & Hart)

⏱ 6 min

Cold Call Confidence & Mindset

Cold Call Confidence & Mindset

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Cold Call Confidence & Mindset

Video: The ONLY Cold Call Mindset Video You'll Ever Need (Connor Murray)

⏱ 8 min

Sales Mastery Playlist

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Curated sales mindset and mastery sessions — confidence, persuasion, and income-generating tactics from top performers.

Entrepreneur Claims Little Saints Is Worth $10M! | Shark Tank US

Entrepreneur Claims Little Saints Is Worth $10M! | Shark Tank US

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Entrepreneur Claims Little Saints Is Worth $10M! | Shark Tank US

Shark Tank Global · ⏱ 10:14

#1 Sales Tactic (to Make a TON of Money!)

#1 Sales Tactic (to Make a TON of Money!)

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#1 Sales Tactic (to Make a TON of Money!)

Jay Shetty Podcast · ⏱ 1:39:38

How To Become The Greatest Sales Person In The World

How To Become The Greatest Sales Person In The World

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How To Become The Greatest Sales Person In The World

Myron Golden · ⏱ 11:54

How to Sell Anything (Full Sales Course)

How to Sell Anything (Full Sales Course)

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How to Sell Anything (Full Sales Course)

Shelby Sapp · ⏱ 1:57:41

The 7 Levels of Woman Entrepreneurs

The 7 Levels of Woman Entrepreneurs

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The 7 Levels of Woman Entrepreneurs

Shelby Sapp · ⏱ 18:30

4 Steps to Become a Sales Machine (Make a TON of Money)

4 Steps to Become a Sales Machine (Make a TON of Money)

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4 Steps to Become a Sales Machine (Make a TON of Money)

BigDeal by Codie Sanchez · ⏱ 1:24:46

Charisma Expert: 5 Ways To Project Confidence

Charisma Expert: 5 Ways To Project Confidence

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Charisma Expert: 5 Ways To Project Confidence

BigDeal by Codie Sanchez · ⏱ 1:25:14

You're 60 Minutes Away From NEVER Being Broke Again

You're 60 Minutes Away From NEVER Being Broke Again

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You're 60 Minutes Away From NEVER Being Broke Again

School of Hard Knocks Podcast · ⏱ 1:05:14

$20 Billion Worth of Sales Knowledge in 57 Minutes

$20 Billion Worth of Sales Knowledge in 57 Minutes

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$20 Billion Worth of Sales Knowledge in 57 Minutes

BigDeal by Codie Sanchez · ⏱ 57:02

This Mindset Shift Can 10x Your Income

This Mindset Shift Can 10x Your Income

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This Mindset Shift Can 10x Your Income

BigDeal by Codie Sanchez · ⏱ 1:15:40

Funding Rep Processes

Step-by-step response and call-handling processes for every scenario. Click any process to read the full guide in the branded viewer — no download.

Funding Rep FeedInternal Tips & Updates

Kixie Phone System Training

This playlist contains short lessons on the core features your team will use daily.

Full Kixie Platform Demo

Full Kixie Platform Demo

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Full Kixie Platform Demo

13-minute comprehensive walkthrough of the entire Kixie platform — local presence, voicemail drops, PowerDialer, call coaching, analytics, and CRM integrations.

How to 10x Your Outbound Calls with the PowerDialer

How to 10x Your Outbound Calls with the PowerDialer

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How to 10x Your Outbound Calls with the PowerDialer

Dial up to 10 lines simultaneously, manage PowerLists, log outcomes, and use connection boost to reach more leads in less time.

How to Transfer a Call

How to Transfer a Call

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How to Transfer a Call

Quick demo of transferring a live call to a colleague and initiating 3-way conference calls with Kixie PowerCall.

Module 1 – Installation

Install Chrome Extension
Login
Audio Settings
Headset Setup

Module 2 – Calling

Place Calls
End Calls
Hold
Transfer
Conference Calls

Module 3 – PowerLists

Create a PowerList
Load a Call List
Start Dialing
Pause Dialing
Resume
End Session

Module 4 – SMS

Send SMS
Templates
Follow-Up Messages

Module 5 – Voicemail

Record Voicemail
Leave Voicemail Drops

Module 6 – Call Recording

Find Recordings
Review Calls
Coaching

Module 7 – Call Outcomes

No Answer
Busy
Left Voicemail
Callback
Interested
Application Sent
Documents Requested
Do Not Call

Module 8 – Reporting

View Reports
Review Call Activity
Track Daily KPIs

GoHighLevel CRM Training

Before you begin using our CRM, complete the official GoHighLevel training.

Module 1 – Dashboard

Logging In
Navigation
Settings
User Profile

Module 2 – Contacts

Create Contacts
Edit Contacts
Search Contacts
Merge Duplicates
Tags
Custom Fields

Module 3 – Opportunities

Pipelines
Opportunity Stages
Assign Leads
Move Opportunities
Won/Lost

Module 4 – Conversations

SMS
Email
Missed Calls
Unified Inbox

Module 5 – Tasks

Create Tasks
Complete Tasks
Reschedule Tasks
Daily Follow-Ups

Module 6 – Calendars

Booking
Rescheduling
Calendar Sync

Module 7 – Documents

Upload Documents
Organize Files
Share Files

Module 8 – CRM Daily Workflow

Using a practice lead, demonstrate that you can:

Create a Contact
Update Contact Information
Add Detailed Notes
Move the Opportunity
Schedule a Follow-Up Task
Send a Text Message