Program Overview
17 weeks, four phases, one outcome: an account manager who can run a desk alone.
Summary
Foundation builds the database, the pitch and the first call. Development turns conversations into qualified job orders and submittals. Application scales prospecting, objection handling and closing. Mastery hands you the desk, the data and the certification.
Phase 1 — Foundation
Learn the motion
You can open a call, hold a conversation and run a first client meeting.
Assessment: run an effective client meeting (Week 4)
Weeks 1, 2, 3, 4
Phase 2 — Development
Qualify and convert
You take complete job orders, submit well and follow up on cadence.
Assessment: margin fundamentals (Week 8)
Weeks 5, 6, 7, 8
Phase 3 — Application
Scale and defend
You prospect at volume, handle any objection and support a close.
Assessment: objection handling (Week 11)
Weeks 9, 10, 11, 12
Phase 4 — Mastery
Own the desk
You run your own rhythm, coach yourself off the data and certify.
Certification & ramp review (Week 17)
Weeks 13, 14, 15, 16, 17
Week by week
- Week 1: Intro to Sales & Database BuildoutFoundation
Intro to Sales Calls, Roles, Responsibilities, Expectations, Database Buildout
Database hygieneSales vocabularyTooling fluency - Week 2: The Intro Call & Personal BrandFoundation
Elevator pitch, personal brand development, and the anatomy of a first call
Personal brandElevator pitchCall opening - Week 3: Setting the First MeetingFoundation
Turning a conversation into a committed calendar hold
Pre-call researchMeeting askObjection: send an email - Week 4: Running the First Client MeetingFoundation
Client discovery, agenda setting, and earning a follow-up
DiscoveryAgenda controlCommitted next step - Week 5: Taking a Quality Job OrderDevelopment
The 7 qualification elements and how to get all of them
Job order qualificationExclusivityIntake discipline - Week 6: Candidate Submission Best PracticesDevelopment
Pitching a candidate compellingly and pre-empting concerns
Candidate storytellingPre-empting concernsInterview conversion - Week 7: Manager Cadence & Follow-UpDevelopment
Decision maker cadence, follow-up discipline, and staying top of mind
Cadence designValue-add follow-upPipeline hygiene - Week 8: Margin, KPIs & CommissionDevelopment
Financial literacy for the desk — what actually drives your number
Margin literacyKPI readingRate negotiation - Week 9: Account Planning & FarmingApplication
Turning one placement into a multi-threaded account
Account planningMulti-threadingReferral asks - Week 10: Prospecting at VolumeApplication
List building, research, and running a repeatable prospecting block
List buildingCall blocksGatekeeper navigation - Week 11: Objection Handling MasteryApplication
Core and situational objections across the full sales cycle
Objection frameworksComposureReframing - Week 12: Closing & Offer StageApplication
Managing the offer, counteroffers, and getting to signature
Offer controlCounteroffer preventionClosing - Week 13: Running Your Own DeskMastery
Time and energy management on a full desk
Time blockingDesk ownershipPipeline review - Week 14: Strategic Client MeetingsMastery
Second and ongoing client meetings that expand the relationship
Strategic meetingsMarket insightAccount expansion - Week 15: Data-Driven Self-CoachingMastery
Reading your own conversion ratios to find the leak
Ratio analysisSelf-coachingFix planning - Week 16: Leveraging AI in the WorkflowMastery
Using the assistant for prep, research, follow-up, and recall
AI-assisted prepPrompt writingWorkflow automation - Week 17: Certification & Ramp ReviewMastery
Final assessments and the transition to independent performance
Full-cycle executionIndependent performanceGoal setting