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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.

Track Progress 0/8 Steps (0%)
Sign in to save progress, pass the Mastery Test, and earn a Foundational Skill Badge. Practice Mastery Test (5 Questions)
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.
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.

Sign In & Complete Study Steps to Unlock Test

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

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