HOCATT Sales Hub

Sales Hub

Internal · Sales Team Only

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Sales Hub

Welcome back

Welcome back.

Your sales toolkit, always within reach.

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Scripts & objection answers

Info kits, ROI templates, PDFs

Training Academy

7 modules · core curriculum

"What should I say to…?"

Today's tools

The Big 5 Objections

Price · Think it over · ReFIRE · Partner · ROI

Opening & discovery scripts

By entry point — inbound, scheduled, info-kit, DBR

Latest Info Kit (v2026)

Send to prospects · brochure + price card

Build a model live on the call

Your progress

Foundation track

2 / 7

modules

Next up: Module 2 · The HOCATT Sales Process

Section 1

Core Training Academy

7 modules · ~8 weeks · self-paced or drip

00

Competitive Positioning Foundation

3 lessons · 145 responses + pathway resistance

Lesson 1 · 145 Responses, 100+ Pathways Introduction

Lesson 2 · Pathway Resistance Concept

3

Lesson 3 · Competitive Messaging Framework

01

Affluent Buyer Mastery · Week 1

4 lessons · who you're really selling to

The Affluent Mindset

8 slides · ~15 min · built out

1.2

Psychology In Action

Coming soon

1.3

Your First Affluent Call

Coming soon

1.4

Two-Track System

Coming soon

02

The HOCATT Sales Process · Week 2

3 lessons · 4 entry points + 3-call framework

2.1

The 4 Entry Points Explained

2.2

The Info Kit Strategy

2.3

The 3-Call Framework

03

Strategic Conversation Flow · Week 3

3 lessons · pathway method + discovery

3.1

The Pathway Method™

3.2

Discovery Mastery

3.3

Value Revelation Timing

04

ROI & Value Communication · Week 4

6 lessons · ROI models + templates

4.1

ROI Framework Overview

4.2

Building Custom ROI Models

4.3

Value Beyond ROI

4.4

Using the ROI Model Template

4.5

Using the Pricing Comparison Template

4.6

Using the Implementation Timeline Template

05

Objection Mastery · Week 5-6

4 lessons · the Big 5 + competitive objections

5.1

The Objection Philosophy

5.2

The Big 5 Objections

5.3

Competitive Objections

5.4

Practice Sessions

06

Advanced Partnership Techniques · Week 7-8

4 lessons · investment + multi-decision-maker

6.1

Investment Conversation Mastery

6.2

Multi-Decision-Maker Dynamics

6.3

Reading & Advancing

6.4

Mark Simons Case Study

Course Completion Credential

Complete all modules + recorded role plays to earn the HOCATT Sales Practitioner certification.

Section 2

Quick Reference Arsenal

Always within reach. Open mid-call. No shame.

Cheat sheets

Affluent buyer triggers

1-pager · 7 buying triggers + what repels

Call structure flowchart

Discovery → Deep Dive → Decision

Objection response patterns

Acknowledge · Explore · Reframe · Confirm

When the call needs a pivot

"What to say when…" guide

Specific situations · short answers

Scripts & templates

Opening statements

Discovery question bank

By persona — professional vs home

ROI presentation scripts

Objection handlers (all 15)

Big 5 + the long tail

Email templates

Voicemail scripts

Tools & calculators

Interactive · build a model live

Practice size estimator

Geographic pricing guide

Competitive comparison chart

HOCATT vs ReFIRE side-by-side

Success stories

Mark Simons case study

The investment conversation that closed

Written testimonials

Organized by objection overcome

Section 3

Daily Excellence Hub

Where good reps become great. ⚠ Still being built out.

Morning prep

Today's mindset

2-3 min video · rotating

Today's power phrase

Pre-call checklist

Interactive · before every call

Prospect research template

Practice arena

AI Sales Coach Soon

Conversational practice + feedback

Scenario library

Different prospects + objection combos

Peer practice scheduling

Call review

Upload your calls

Self-assessment form

Coach feedback request

Heads up — this section's still in build

Daily Excellence is where the AI Sales Coach and practice tools will live. Jason & Daniella are filling this out next.

Downloads

Resources

Send to prospects. Bring to calls. Read on the plane.

Info kits (send to prospects)

HOCATT Info Kit · v2026

Full brochure + technologies

Pricing one-pager

Current investment + financing

145 Responses guide

Full pathway breakdown

HOCATT vs ReFIRE

Comparison one-pager

ROI & templates

ROI Model Template

Editable · build per prospect

Pricing Comparison Template

Implementation Timeline

Reference research

Physiological responses database

CSV/Excel · 145 entries

Safety & certifications

Coming soon

AI Sales Coach

Powered by Finch · your AI sidekick on every call.

Building now

"Hey, what should I say to…?"

Paste an email. Drop a name. Describe a stuck deal. The coach reads the prospect's full history from the CRM and tells you what to do next.

→ "Look up Susie Smith. Tell me where this needs to go."
→ "Here's the email she sent. Help me reply."
→ "She's gone cold. Re-engagement ideas?"
→ "What objection is she really raising?"

F

For now

You're already getting daily AI sales coach emails from Finch (Jason's assistant). The chat interface is being built — it'll plug into the same engine.

Questions or feature ideas? DM Jason on Slack or text him directly.

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