Oction Employee Training Portal

Sales methodology, SOPs, and company documentation

โ— All Systems Live
Required Reading Complete GEO/AEO Sales Script Pack before your first sales call. This methodology is mandatory for all client-facing roles.

๐Ÿ“ž Sales Methodology

Core Training Materials

๐Ÿ“‹ GEO/AEO Sales Script Pack
Primary ยท 30 min read
Complete 6-part methodology. Belfort framework adaptation, tonality guidance, looping techniques, objection handlers, pricing tiers.
REQUIRED Sales
๐Ÿ“ง Cold Outreach Pack
Sales ยท 15 min read
Cold email templates, LinkedIn scripts, 4-touch follow-up sequence with tonality guidance.
REQUIRED Sales
๐Ÿฆ Pre-Call: Finance
Vertical ยท 10 min read
Finance/wealth management vertical. Pain points, talking points, objection responses, GEO/AEO prep.
Sales
๐Ÿ—๏ธ Pre-Call: Engineering
Vertical ยท 10 min read
NDT/geotechnical/environmental firms. RFP shortlist dynamics, invisible losses framework.
Sales

Sales Collateral Hub

๐Ÿ“„ Document Generator
Tool ยท Interactive
Generate branded proposals, capability statements, SOWs, and pricing schedules on-demand.
Tool
๐Ÿ’ฐ Pricing Schedule
Sales ยท Reference
Current agency and labs pricing tiers. Updated live.
Reference

๐Ÿ“‹ Standard Operating Procedures

Client Operations

๐Ÿš€ Client Onboarding SOP
Operations ยท 20 min read
Step-by-step client intake process. NDAs, kickoff calls, data collection, platform access.
SOP
๐Ÿค– AI Deployment SOP
Technical ยท 25 min read
Private AI deployment workflow. Infrastructure setup, model configuration, security hardening.
REQUIRED SOP

Case Studies & Proof

๐Ÿ“ˆ AI SEO Traffic Growth
Case Study ยท 10 min read
180% organic traffic increase in 4 months. Methodology, implementation, results.
Case Study

๐Ÿข Company Documentation

Brand & Positioning

Service Definitions

๐Ÿข Oction Agency
Service Line
GEO/AEO optimization, custom websites, AI-powered SEO, digital presence management. $3K-12K/month retainers.
Labs Coral
๐Ÿ”ฌ Oction Labs
Service Line
Private AI deployment, sovereign infrastructure, data pipelines, compliance. Enterprise implementations.
Agency Blue

Internal Resources

๐Ÿ“Š Training Progress

Required Training Modules

โœ“
GEO/AEO Sales Script Pack
Completed Jan 15
 
Cold Outreach Pack
Not started
 
AI Deployment SOP
Not started
 
Client Onboarding SOP
Not started

Vertical Certifications

 
Finance/Wealth Management
Not started
 
Engineering/Field Services
Not started