Charney Academy
Learning, certification, onboarding, and agent development.
Charney Academy
Train every user, certify every course, and scale Charney knowledge through structured learning paths, assessments, authors, reports, and internal credentials.
Lead Conversion Certification
Trains agents to turn leads into qualified opportunities with source awareness, response timing, segmentation, and roleplay scenarios.
Convert a mixed lead queue into qualified opportunities, follow-up priorities, and manager-visible next steps.
Progress
17%
Lead Conversion Certification
Lead Conversion credential validates lead triage, qualification, cadence discipline 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.
Lead Sources and Lead Quality Assignment
Lead Sources and Lead Quality
Lead Response Timing Assignment
Lead Response Timing
Qualification Frameworks Assignment
Qualification Frameworks
Smart Lists and Segmentation Assignment
Smart Lists and Segmentation
Follow-Up Playbooks Assignment
Follow-Up Playbooks
Conversion Metrics Assignment
Conversion Metrics
Roleplay Scenarios Assignment
Roleplay Scenarios
Final Capstone Assignment
Course Modules
1. Lead Sources and Lead Quality
3 lessons | Checkpoint assessment
Lead Sources and Lead Quality 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: Lead Sources and Lead Quality Checkpoint
2. Lead Response Timing
3 lessons | Checkpoint assessment
Lead Response Timing 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: Lead Response Timing Checkpoint
3. Qualification Frameworks
Locked3 lessons | Checkpoint assessment
Qualification Frameworks 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: Qualification Frameworks Checkpoint
Pass Lead Response Timing Checkpoint
4. Smart Lists and Segmentation
Locked3 lessons | Checkpoint assessment
Smart Lists and Segmentation 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: Smart Lists and Segmentation Checkpoint
Pass Lead Response Timing Checkpoint
5. Follow-Up Playbooks
Locked3 lessons | Checkpoint assessment
Follow-Up Playbooks 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 Playbooks Checkpoint
Pass Lead Response Timing Checkpoint
6. Conversion Metrics
Locked3 lessons | Checkpoint assessment
Conversion Metrics 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: Conversion Metrics Checkpoint
Pass Lead Response Timing Checkpoint
7. Roleplay Scenarios
Locked3 lessons | Checkpoint assessment
Roleplay Scenarios 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: Roleplay Scenarios Checkpoint
Pass Lead Response Timing Checkpoint
Course Authors
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Evan Huang
Leasing Director | Leasing
Frank Giordano
Sales Director | Sales
Resources
Lead Sources and Lead Quality source briefing
Lead Sources and Lead Quality completion checklist
Lead Sources and Lead Quality workflow map
Lead Sources and Lead Quality completion checklist
Lead Sources and Lead Quality virtual scenario case
Lead Sources and Lead Quality manager-review template
Lead Response Timing source briefing
Lead Response Timing completion checklist