OktoRocket Training Sessions

OktoRocket offers structured training sessions to support onboarding, advanced configuration, reporting mastery, and workflow best practices. Use the sessions below to guide users to the right training based on role, experience level, and goals. Training links can be added where indicated.

OktoRocket Foundations Training

Schedule:

• AM Session: Every Monday & Wednesday at 9:00 AM Central

• PM Session: Every Monday & Wednesday at 1:00 PM Central

Purpose: Introductory onboarding session covering core navigation and daily-use workflows.
Best For: New users, new locations, and teams needing a refresh on platform basics.
What You’ll Learn (Typical Topics):

• Platform overview and navigation

• Users, roles, and access basics

• Core communication workflows (calls/texts, inbox fundamentals)

• High-level view of key modules used daily

Links:

• AM Link: https://oktorocket.zohobookings.com/#/4588546000003625314

• PM Link: https://oktorocket.zohobookings.com/#/4588546000003971678

OktoRocket Deep Dive Training

Schedule:

• AM Session: Every Tuesday & Thursday at 9:00 AM Central

• PM Session: Every Tuesday & Thursday at 1:00 PM Central

Purpose: Admin-focused training that walks through the key settings used to configure and manage an OktoRocket instance.
Best For: Admins, Administrators, and Site Managers who manage setup, access, communication, and workflow configuration.
What You’ll Learn (Typical Topics):

• User profiles and permissions

• Site setup (site info, contact details, business hours, automated text replies)

• Scheduler and integrations (admin overview)

• Call settings (groups, queues, prompts)

• RO settings (overview)

• Platform settings (Advisor IQ settings, communication settings, scorecards)

Links:

• AM Link: https://oktorocket.zohobookings.com/#/4588546000003625764

• PM Link: https://oktorocket.zohobookings.com/#/4588546000003971130

Mastering Sales Analytics Training

Schedule: Every Tuesday at 11:00 AM Central

Purpose: Focused training on Sales Analytics reporting, interpretation, and performance improvement.
Best For: Owners, GMs, advisors, and managers responsible for performance tracking and coaching.
What You’ll Learn (Typical Topics):

• Navigating Sales Analytics dashboards and reports

• Understanding KPIs, filters, and timeframes

• Interpreting trends and identifying opportunities

• Practical coaching applications and accountability tracking

Link: https://oktorocket.zohobookings.com/#/masteringsalesanalytics

Inspect Like a Pro Training

Schedule: Every Wednesday at 11:00 AM Central

Purpose: Training focused on inspection workflow quality and consistency, commonly tied to DVIs and inspection presentation.
Best For: Advisors and technicians aiming to improve inspection accuracy, clarity, and customer trust.
What You’ll Learn (Typical Topics):

• Inspection workflow best practices

• Standardizing inspection findings and consistency

• Presenting inspection results clearly to customers

• Common pitfalls that reduce trust and conversion

Link: https://oktorocket.zohobookings.com/#/4588546000003625798

Feature Frontier Training

Schedule: Every Friday at 1:00 PM Central

Purpose: Ongoing training covering newly released features, enhancements, and emerging workflows in OktoRocket.
Best For: Existing customers who want to stay current and adopt new tools quickly.
What You’ll Learn (Typical Topics):

• Overview of newly launched features

• How to configure and use new tools

• Recommended best practices and use cases

• Q&A and implementation guidance

Link: https://oktorocket.zohobookings.com/#/4588546000003625832