Frequently Asked Questions

ClearSales.ca provides practical sales training, consulting, coaching, and sales enablement support for advisors, brokers, agencies, business owners, and growth-focused sales teams. We help professionals improve prospecting, discovery, authority positioning, objection handling, closing confidence, pipeline management, and follow-up discipline.

It is a structured advisor activation system that helps benefits advisors move from product knowledge to field execution through textbooks, workbooks, live training, field assignments, manager scorecards, and certification evidence.

Benefits advisors, brokers, agencies, MGAs, insurers, distribution partners, and sales leaders who need more consistent prospecting, discovery, quote-readiness, proposal control, implementation, renewal, and account growth.

No. ClearSales.ca provides sales training, consulting, coaching, and sales execution systems for advisors, brokers, agencies, business owners, and consultative sales teams. Our flagship academy is built specifically for group benefits sales, but the methodology can also support other consultative selling environments.

Yes. ClearSales.ca also offers general consultative sales training for organizations outside insurance that rely on prospecting, trust, discovery, follow-up, and relationship-based selling.

ClearSales.ca is sales training and field-execution training. It does not replace product, legal, tax, underwriting, compliance, carrier, or licensing guidance.

Both. We offer training and coaching for individual advisors, brokers, entrepreneurs, and business owners. We also provide team training for agencies, brokerages, distribution partners, and organizations that want a more consistent sales process across their team.

ClearSales.ca training can include:

• prospecting and outreach
• discovery conversations
• authority and credibility
• consultative selling
• value positioning
• objection handling
• closing and next-step control
• follow-up discipline
• pipeline management
• sales confidence
• sales manager support
• sales enablement tools

Yes. ClearSales.ca offers virtual training, webinars, video meetings, and remote coaching. Virtual delivery works well for individual advisors, distributed teams, agencies, and organizations with people in multiple locations.

Yes, where appropriate. In-person workshops may be available for agencies, brokerages, teams, and organizations depending on location, schedule, scope, and training objectives.

Yes. Tailored training services are available upon request and are quoted on a case-by-case basis.

Yes. Most training can be customized around your team, industry, offer, sales process, common objections, target market, and business goals. The first step is usually a strategy conversation to understand what is working, where sales opportunities are getting stuck, and what type of training would be most useful.

ClearSales.ca can support several formats, including:

• one-on-one sales coaching
• small-group coaching
• team workshops
• webinar-based training
• multi-session training programs
• sales consulting
• sales enablement projects

The best format depends on your goals, team size, budget, timeline, and sales challenges.

Sales enablement support means helping you create practical tools that make selling easier and more consistent. This may include scripts, email templates, call outlines, discovery questions, objection-handling guides, follow-up sequences, presentation structure, and simple sales process documentation.

ClearSales.ca training is designed to improve the behaviours that drive better sales outcomes. Depending on the program, outcomes may include stronger prospecting habits, better discovery conversations, clearer value positioning, improved confidence, better objection handling, more consistent follow-up, stronger pipeline discipline, and clearer next steps with prospects.

Success can be measured using practical sales indicators such as:

• number of new conversations started
• quality of discovery calls
• follow-up consistency
• pipeline activity
• conversion rates
• sales cycle progress
• client retention
• team confidence
• participant feedback

The right metrics depend on the training objective.

Pricing depends on the format, scope, customization, number of participants, and level of support required. Individual coaching, team workshops, webinar training, consulting projects, and ongoing programs are quoted based on your needs. The best way to start is to book a sales training strategy call.

Yes. ClearSales.ca can support team training, cohorts, manager-supported rollouts, 90-day pilots, and enterprise academy licensing.

Start by booking a sales training strategy call. We will discuss your goals, your current sales challenges, your team or audience, and the training format that makes the most sense.

Yes. ClearSales.ca also offers membership options for individuals who want access to selected resources, updates, and approved member programs. Membership is separate from custom sales training, coaching, and consulting engagements for individuals, teams, agencies, and organizations.

Basic Membership is an annual membership option that includes selected updates, resources, and access to approved member programs. Current listed pricing is $12.00 per year.

Advanced Membership includes Basic Membership features plus access to selected training opportunities and additional development resources. Current listed pricing is $49.99 per month or $499.99 per year.

Not always. Membership may apply to certain resources, programs, or association benefits. Custom sales training, coaching, workshops, and consulting engagements can be discussed separately based on your needs.