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Business & Growth • Step-by-Step Curriculum

Sales, Business Development & Client Acquisition

Practical step-by-step training for aspiring salespeople, tech founders, and freelancers—learn ethical persuasion, B2B/B2C sales, and CRM execution.

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Practical Equipment & Study Requirements
What laptop, phone, internet, and free tools you need for this field—plus cloud options if your device is low-spec.
100% Phone & Basic Laptop Friendly
Laptop / PC Specs

Minimum: Any basic laptop or smartphone — CRM tools, call scripts, and proposals work on entry-level devices.

Recommended: 4GB–8GB RAM laptop with headset/mic for smooth video discovery calls and proposal editing.

Free Cloud Option: HubSpot Free CRM, Salesforce Trailhead, and Google Docs run 100% in the browser.

Phone & Internet

Phone-Friendly Start

Fully phone-friendly! HubSpot Academy, Trailhead, LinkedIn, WhatsApp Business, and discovery calls work great on a smartphone.

Internet: 1–3 Mbps (stable voice/video call bandwidth helpful for live discovery calls).

Free Software & Hardware Kit
HubSpot Free CRM Salesforce Trailhead Google Docs / Slides LinkedIn

Hardware / Kit: Earphones with a clear microphone for crisp discovery calls.

Best Way to Study This Field Easily: Pair each HubSpot/Trailhead lesson with 10 real outreach messages or a 10-minute roleplay with a peer.
Beginner Stage

Zero prior experience required — core concepts & first hands-on builds.

Step 1 beginner ~8 hrs

Modern Consultative Selling Mindset

Shift from pushy scripts to solving real customer problems with trust and clarity.

What You Will Learn
  • Value-first vs transactional selling
  • Active listening & empathy
  • Ethics & long-term reputation
Hands-On Milestone Project: Write a 60-second value pitch focused on customer pain points rather than features.
Step 2 beginner ~10 hrs

Prospecting, Lead Research & Cold Outreach

Find qualified leads and craft personalized emails, LinkedIn messages, and WhatsApp intros.

What You Will Learn
  • Building targeted prospect lists
  • Cold email & LinkedIn personalization
  • Follow-up cadence without spamming
Hands-On Milestone Project: Research 20 ideal prospects and write a 3-step personalized outreach sequence.
Intermediate Stage

Build real multi-part projects, tooling fluency, and problem-solving speed.

Step 3 intermediate ~10 hrs

Discovery Calls & Qualification (BANT / MEDDIC)

Ask sharp discovery questions to uncover budget, urgency, authority, and true business impact.

What You Will Learn
  • Structuring a 20-minute discovery call
  • SPIN & BANT qualification
  • Disqualifying bad-fit deals early
Hands-On Milestone Project: Roleplay and record a 15-minute discovery call using a structured question guide.
Step 4 intermediate ~10 hrs

Solution Demos, Proposals & Pricing Presentation

Present tailored demos and proposals that tie directly to ROI and client goals.

What You Will Learn
  • Outcome-focused product demos
  • Tiered proposal pricing
  • Executive summary writing
Hands-On Milestone Project: Create a 3-tier service proposal template for web/tech or SME clients.
Advanced Stage

Production patterns, architecture, automation, and security rigor.

Step 5 advanced ~12 hrs

Objection Handling & Principled Negotiation

Handle price, timing, and trust objections calmly without unnecessary discounting.

What You Will Learn
  • Acknowledge-Clarify-Respond loop
  • Trading concessions for commitments
  • BATNA & win-win negotiation
Hands-On Milestone Project: Build an objection-handling playbook for the top 10 client pushbacks.
Step 6 advanced ~10 hrs

CRM Pipeline Management & Sales Forecasting

Track every deal stage cleanly in a free CRM and forecast monthly revenue accurately.

What You Will Learn
  • Pipeline stages & exit criteria
  • Follow-up hygiene & reminders
  • Win-rate & sales cycle metrics
Hands-On Milestone Project: Set up a free HubSpot CRM pipeline with 5 deal stages and sample prospects.
Expert Stage

Scale, observability, testing, leadership, and real-world deployment.

Step 7 expert ~10 hrs

B2B Partnerships, Account Management & Upselling

Turn one-time buyers into multi-year partners through onboarding, QBRs, and referrals.

What You Will Learn
  • Client onboarding handoff
  • Quarterly Business Reviews (QBRs)
  • Referral & expansion playbooks
Hands-On Milestone Project: Design a 90-day post-sale client success & referral checklist.
Step 8 expert ~12 hrs

Sales Leadership, Playbooks & Revenue Operations

Build repeatable sales playbooks, coach junior reps, and align sales with marketing.

What You Will Learn
  • Repeatable sales playbooks
  • Call coaching & scorecards
  • RevOps alignment & quotas
Hands-On Milestone Project: Publish a complete 10-page Sales Playbook for a startup or agency team.
Field Mastery Assessment

Sales, Business Development & Client Acquisition — Practical Mastery Assessment

Score 70% or higher (5 questions) to complete this Foundational Skill Badge track.

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Tests are given after studying all 8 steps to prove real practical mastery.

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