Sales & CRM Academy
Prospecting, CRM hygiene, proposals and follow-ups.
No live bulk outreach, destructive CRM merging, automatic discount approval, or unconfirmed meeting commitments — every output is a reviewed draft or sandbox workflow.
Live Week Series
Connected live sessions on one work problem. 50 series are planned in this track; only the pilot below is open to join now.
Sales Follow-Up Sequence Builder
Design follow-ups, timing, and stop rules for different prospect situations.
See pilot details- Discovery Calls and AI Roleplay
- CRM Setup for Small Sales Teams
Microcourses
Roadmap — not yet produced. 15 of 70 planned Sales & CRM microcourses are drafted. Until they launch, the free starter course is available now.
AI Prospect Research: Build a Source-Checked Account Brief
Dated business facts, relevant questions, and research gaps.
AI Sales Emails: Personalize Without Inventing Familiarity
A reviewed first-contact email based on verified context.
AI Sales Call Notes: Turn Conversations into Checked CRM Updates
A reviewed summary and next actions from a consented transcript.
Understand the concepts
Concept areas with frameworks and a practical output for each.
Open the Management concept library