Course curriculum

  • 1

    PHASE 1 - BASICS 101

    • Things We Need to Get Started

    • Type of Investigative Work

    • What Your Role is as An Investigator

    • Culture at The SignUpGuys

    • How Does Pay Work

    • Lets talk about Taxes and Being a 1099 Contractor

    • Verify Information

    • QUIZ: Who F.I.S. Is and What We Do as Investigators
  • 2

    PHASE 2: The Investigations Process

    • Checklist: Pre Appointment Checklist

    • In the Appointment - Tips on What to Say and What Not to Say

    • Getting the Client to Sign

    • QUIZ: Getting the Client to Sign

  • 3

    PHASE 3: Closing the Case Out and Getting Paid

    • Now that You Have Left the Appointment

    • How to Upload Files to DropBox

    • How to Use The SignUpGuys Dashboard

    • How to Use Jotform for Intake and Retainer Signings

    • QUIZ: Closing Out the Case

    • COMPLETION OF THE CLASS

    • Policies and Standards