Charney Academy
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Charney Academy
Train every user, certify every course, and scale Charney knowledge through structured learning paths, assessments, authors, reports, and internal credentials.
Client Communication Certification
Improves email, SMS, calling, WhatsApp, follow-up, AI-assisted replies, and client communication quality.
Write a complete first-response and follow-up sequence for one live-style lead source.
Progress
30%
Client Communication Certification
Client Communication credential validates speed-to-lead, channel etiquette, objection handling through viewed lessons, module checkpoints, and a final scenario assessment.
Assignments
Assignments live outside the module player so module progression stays focused on lessons followed by the assessment step.
First Response Standards Assignment
First Response Standards
Follow-Up Cadence Assignment
Follow-Up Cadence
Email Etiquette Assignment
Email Etiquette
SMS and WhatsApp Etiquette Assignment
SMS and WhatsApp Etiquette
Call Scripts and Voicemail Strategy Assignment
Call Scripts and Voicemail Strategy
AI-Assisted Replies Assignment
AI-Assisted Replies
Handling Objections Assignment
Handling Objections
Final Capstone Assignment
Course Modules
1. First Response Standards
3 lessons | Checkpoint assessment
First Response Standards must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: First Response Standards Checkpoint
2. Follow-Up Cadence
3 lessons | Checkpoint assessment
Follow-Up Cadence must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Follow-Up Cadence Checkpoint
3. Email Etiquette
3 lessons | Checkpoint assessment
Email Etiquette must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Email Etiquette Checkpoint
4. SMS and WhatsApp Etiquette
Locked3 lessons | Checkpoint assessment
SMS and WhatsApp Etiquette must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: SMS and WhatsApp Etiquette Checkpoint
Pass Email Etiquette Checkpoint
5. Call Scripts and Voicemail Strategy
Locked3 lessons | Checkpoint assessment
Call Scripts and Voicemail Strategy must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Call Scripts and Voicemail Strategy Checkpoint
Pass Email Etiquette Checkpoint
6. AI-Assisted Replies
Locked3 lessons | Checkpoint assessment
AI-Assisted Replies must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: AI-Assisted Replies Checkpoint
Pass Email Etiquette Checkpoint
7. Handling Objections
Locked3 lessons | Checkpoint assessment
Handling Objections must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Handling Objections Checkpoint
Pass Email Etiquette Checkpoint
Course Authors
Frank Giordano
Sales Director | Sales
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Dani Rubenstein
Marketing Director | Marketing
Resources
First Response Standards source briefing
First Response Standards completion checklist
First Response Standards workflow map
First Response Standards completion checklist
First Response Standards virtual scenario case
First Response Standards manager-review template
Follow-Up Cadence source briefing
Follow-Up Cadence completion checklist