Global

Finance office basics for the sales team

A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 6 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
25 min
Lessons
4 lessons
Frequency
Refresher
Last reviewed
22 Oct 2026
Say it, do not promise it
What would you do?

A customer asks: 'What will my monthly payment be?' You have not seen any figures from finance

Try it: this is one of 12 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 4 lessons, about 25 minutes
  • Process, sorting activity, scenario, accordion and quizzes
  • 10-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 9 slides
  • Poll, quiz, open-ended slides
  • A closing slide for your contacts

A feedback survey

Find out what landed and what to change next time.

  • Feedback survey: 6 questions
  • Questions written for this session
  • Results feed your next session

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 424.0Complete the course and its final checkBest practiceWhole course
SO 424.1Describe what happens in the finance office in plain wordsBest practiceWhole course
SO 424.2Avoid promising rates, payments or terms that the finance office has not offeredBest practiceWhole course
SO 424.3Hand over a customer with accurate expectationsBest practiceWhole course
SO 424.4Escalate a pricing or paperwork concern to the right managerBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 6 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

4 lessons, about 25 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

What the finance office does

3 pages

8 min
Before you beginNoteTextList
The stepsTextProcessNoteYour info
CheckQuiz
2

Say it, do not promise it

3 pages

7 min
Sort itTextSorting activity
ScenarioScenarioQuiz
CheckMulti-select quiz
3

Escalate

2 pages

5 min
Who to askTextProcessNoteYour infoYour info
CheckQuizTextButtonNoteYour info
4

Final check

2 pages

5 min
Final checkQuizMulti-select quizMatching quiz
You have finishedKey factAccordionNoteButtonYour infoYour info

Live deck and survey

9 slides to run live, a survey to close the loop

Pink slides are interactive. Every survey question is listed below.

ContentSay it, do not promise it
PollWhere do customers get most nervous?
QuizWhich statement is safe to say to a customer?
ContentAccurate expectations
PollThe customer asks: 'What will my payment be?'
QuizA customer has a question about their paperwork. Who do you ask?
Open-endedA situation where you were not sure what to say
Q&AAsk the trainer anything
Closing · customiseThanks for joining
Feedback survey: 6 questions
  1. How useful was the refresher? 5 stars
  2. Which activity helped most? multiple choice
  3. Before today, how confident were you about what to say about the finance office? 1-5 scale
  4. Now, how confident are you about what to say about the finance office? 1-5 scale
  5. What is still unclear? open text
  6. How likely are you to recommend this session to another team? NPS

Make it yours

6 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Finance process steps{{FINANCE_PROCESS_STEPS}}
  • Course URL{{COURSE_URL}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Compliance contact{{COMPLIANCE_CONTACT}}
  • Records system{{RECORDS_SYSTEM}}
  • Live session URL{{LIVE_SESSION_URL}}

FAQ

Common questions

Can I run finance office basics for the sales team training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

Refresher (live, 40 min) + self-paced course.

Who needs this training?

Sales staff and managers who hand customers to the finance office.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Related templates

Often taught together

All Car Sales Training templates →
Global

BDC phone and internet lead response workshop

BDC managers and internet sales teams · Car Sales Training

15 min
Global

Customer data protection at the dealership

All dealership staff · Car Sales Training

20 min
Global

Electric vehicle selling confidence session

Sales managers helping the team talk about electric and hybrid vehicles · Car Sales Training

45 min
Global

Service-to-sales handoff and customer retention huddle

Sales and service managers running a joint weekly huddle · Car Sales Training

20 min
Last reviewed: 22 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and the survey.

See the live deck