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Step-by-step guides for every part of Team SPG. Members can open any feature straight from its guide — and if you're new here, every guide shows exactly what the platform does.
Learn how to get started with Team SPG and set up your account
Read guideWatch short video walkthroughs of Team SPG and track your progress on the getting-started map
Read guideLearn how to use the Team SPG dashboard to track your team's performance
Read guideMonitor your team's learning progress, portal engagement, and activity timeline
Read guideLearn how to track and improve Key Training Indicators for your technicians and CSRs
Read guideThe worksheet where you play with your numbers. Start from any year, a budget, or this year so far, stack the moves you are thinking about (hire a tech, add office staff, cut an expense), and see what one billable hour has to earn
Read guideView your event enrollments, complete pre-event coursework, and track your team's event readiness and results
Read guideEnter each month's real revenue and costs, see where you stand year to date against your budget, and close the year to turn twelve months into your Annual Totals
Read guideEnter a full year of your real numbers, revenue, cost of sales, overhead, calls ran, and calls sold, so every plan you build starts from a year you actually ran
Read guideBuild next year's plan from this year so far, your Billable Hour worksheet, or a past year plus growth, then adjust the revenue, calls, and costs you expect and track the year against it
Read guideLearn how to schedule, manage, and get the most out of coaching sessions
Read guideAccess the Team SPG course library and track your team's learning progress
Read guideLearn how to add, manage, and configure team member accounts
Read guideConfigure your company profile, dashboard visibility, default goals, and other settings
Read guideGet a free Team SPG worksheet or guide by email, and learn how Team SPG staff turn any Toolbox document into a shareable free download
Read guideFind answers to common questions about Team SPG
Read guide