Cascade Reseller Certification Overview

Session 1: Introduction / Our Approach (1 hour)

Introduce the process to get certified
Cascade at a high level (where we fit in the market)
Who we typically sell to (personas)
How we identify value for our clients and bring that into the implementation
Why we provide certain sessions and what they are
Learnings from 1,000+ clients

Session 2: Initial Training (2 hours)

Walkthrough of the platform, going through all of the features of the software
Beginning to end creation and execution of a strategy in Cascade
Introduce and explain the homework

Homework

Your team will build an instance together using sample data
Your team will make a round of updates and reports within Cascade
Cascade will review the instance

Session 3: In-depth Training (2 hours)

Review the homework together
Q&A about the homework
In-depth training of advanced features/settings of Cascade
Set expectations and date for exam

Final Exam

Exercise - take a real life strategic plan and create its strategic model in Cascade
Build - build 3 given scenarios in Cascade (report, update template, tracking type, etc...)
Questions - answer some of the most common questions that we receive from our clients

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