Ian Nairn / June 5, 2023
Welcome To Training
Welcome to the Schooley Mitchell Training and Education site! We know there is a lot to learn when it comes to building your Schooley Mitchell business and our goal is to provide you with the tools and support you need to be knowledgeable and confident.
FICA Payroll Taxes
December 3, 2025.
Greg Kelly and Champion Health
FICA Payroll Taxes: Join Greg Kelly and a Champion Health specialist to learn more about the Champ Plan. They will be presenting the plan details as if it was presented to your prospective clients. Following the presentation there is an opportunity for Q&A.
View Powerpoint/PDFNegotiation Skills
September 19, 2025
Dennis Schooley
Nothing is more valuable than deep knowledge about all sides of negotiation, join Dennis Schooley has he presents tactics and stages for successful negotiations
View Powerpoint/PDFThe recording and presentation from the May 27th Invoicing, Collecting, and Reporting Best Practices Webinar are now available – visit the Webinar section of the Training and Education to access and review the content and the new Client Invoicing guide that was launched in conjunction with the webinar.
The Training and Education team has grown! Director Isabelle Withers, Coordinator Erin Wagler have been joined by Ashley MacLeod as the Training and Education Administrator.
To efficiently be connected with training and education support, please use our new email [email protected] to get connected with the support that you need.
The Client Portal has a new feature for your clients. The portal now includes a section with secure fields for your client to provide their vendor login credentials directly to the Warehouse.
To invite your client to create a profile to provide documents and login credentials to Schooley Mitchell follow the steps available here: https://training.schooleymitchell.com/creating-client-portal-access/
Once you have submitted a support ticket remember to reply to questions and provide documents within the support request. When replying to the support ticket email – your support ticket champion does not receive this communication outside of the support portal.
Do you track your contact’s engagement with Drip Campaigns? The Drip Campaign section of the CRM now has a Summary Report feature so you can easily filter, review, and export your contacts open rate, campaign progress, and enrollment.
ZoomInfo Webinar
June 4, 2025
Julie Beaney and ZoomInfo Team
Join Julie Beaney and the ZoomInfo team – whether you are already using the platform or deciding if this is the right fit for your prospecting practices you are encouraged to join us. The webinar will teach you how to use the tool including intent search functions, sorting, and sourcing.
Invoicing, Collecting and Reporting – Best Practices
May 21, 2025
Pamila Kew and Erin Wagler
Join Pamila Kew and Erin Wagler while we review the process of invoicing your clients – from first estimated invoices through final audit, how to handle credit invoices, and best practices to collect payments and complete your monthly reporting.
View Powerpoint/PDFEcodrive: Onboarding and Opportunities
April 8, 2025
Cal Wilson, Isabelle Withers, and Grace from Ecodrive
To celebrate Earth Month, we’re hosting another webinar with Ecodrive’s Grace Moore. Grace will be running us through the onboarding process as well as new changes and opportunities.
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