A focused course, tailored for you
The Account Executive's Course on Closing Deals When Mid-Market churn spikes
Turn revenue volatility into predictable pipeline growth with a proven automation framework built for busy mid-market sellers.
Stop spending every Monday rebuilding outreach plans while your quota slips and leadership questions your results.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Quarterly revenue targets have slipped as recent market shifts pressure mid-market buyers to tighten spend, leaving you juggling multiple demos and proposals without a clear cadence. Your CRM is cluttered with stale leads, the email outreach tools aren’t synced to the latest product updates, and the lack of a repeatable follow-up process forces you to chase ghosts instead of closing deals. Missing a quota now risks being flagged in the next performance review, and the instability in your role grows with each lost opportunity.
The hand-off between marketing qualified leads and sales qualified opportunities is fragmented, so you spend hours reconciling data, crafting custom pitches, and manually tracking outreach results. Meanwhile, competitors are leveraging automated nurture sequences that keep prospects engaged, meaning you’re constantly playing catch-up. The cost of this inefficiency is not just lost revenue but also the erosion of confidence from leadership, who expect a steady pipeline despite the tightening market.
What you walk away with
- A repeatable outreach cadence that generates qualified meetings in 48 hours.
- A live dashboard that tracks pipeline health and forecast accuracy.
- Automated proposal generation that cuts document prep time by 70 percent.
- A lead-scoring model that prioritizes high-intent accounts.
- A post-sale handoff checklist that secures upsell opportunities.
The 12 modules
Module 1. Designing the Outreach Cadence
78 percent of top-performing reps attribute pipeline stability to a structured cadence. The module walks through mapping a weekly rhythm that aligns prospecting, outreach, and follow-up across your existing tools. By the end you have a calendar-ready sequence that fits into your busy week. The deliverable is a ready-to-use cadence template.
Module 2. Building a Lead Scoring Model
During the Monday morning pipeline review you often wonder which leads will convert. This session shows how to combine firmographic and engagement signals into a weighted score. By module end a calibrated lead-scoring sheet sits in your drive, instantly highlighting the top-tier prospects.
Module 3. Automating Email Sequences
What if you could ask your inbox to send personalized follow-ups without manual copy-pasting? The module creates a dynamic email template linked to your CRM fields, then sets triggers for each stage of the buyer journey. Output: an automated sequence ready to launch for any new lead.
Module 4. Integrating Demo Scheduling
Stakeholders in the sales team complain about missed demo slots and double bookings. This module builds a calendar integration that syncs prospect availability with your internal schedule, reducing friction and guaranteeing slot confirmations. What you ship from this module: a synced demo-booking workflow.
Module 5. Creating Proposal Templates
A CFO often asks for a concise proposal that reflects the latest pricing tiers. Here you assemble a modular proposal builder that pulls pricing, terms, and custom messaging into a single document. The deliverable is a populated proposal template ready for instant export.
Module 6. Setting Up a Pipeline Dashboard
During the weekly forecast call leadership wants a single view of pipeline health. This module coaches you to configure a live dashboard that aggregates stage counts, win rates, and forecasted revenue. Output: a dashboard that updates automatically each morning.
Module 7. Implementing Lead Nurture Workflows
The tension between immediate outreach and longer-term nurture often leaves prospects in limbo. This session designs a multi-step nurture flow that keeps leads warm until they are sales ready. By module end a nurture workflow sits in your automation platform.
Module 8. Leveraging Account Insights
A stakeholder from product asks for real-time usage data to tailor demos. This module teaches you to pull usage metrics into your outreach cadence, enriching each conversation with concrete signals. What you ship from this module: an insights-enriched prospect sheet.
Module 9. Optimizing Follow-Up Timing
When you ask yourself why some prospects never reply, the answer is often timing. This module applies a data-driven rule that schedules follow-ups at the optimal hour based on past engagement patterns. The deliverable is a timing rule set ready to apply.
Module 10. Crafting Win-Loss Analyses
Your manager wants to understand why deals are lost to competitors. This session creates a structured win-loss analysis template that captures reasons, competitor moves, and mitigation steps. Output: a completed analysis pack for the next review.
Module 11. Running Quarterly Review Meetings
The CFO expects a concise review that shows pipeline trends and forecast adjustments. This module outlines an agenda, slide deck, and data inputs that turn raw numbers into a compelling narrative. By module end a ready-to-present review deck sits in your drive.
Module 12. Scaling the Automation Framework
Stakeholders in leadership ask how to replicate success across the team. This final module builds a playbook that documents each automation step, roles, and governance, enabling rapid rollout. What you ship from this module: a complete automation playbook ready for team adoption.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Module 1 covers Designing the Outreach Cadence , exactly the chaotic weekly planning you face when you scramble to schedule prospecting, outreach, and follow-up.
Module 5 covers Creating Proposal Templates , precisely the last-minute document rebuild you endure before each senior stakeholder meeting.
Module 6 covers Setting Up a Pipeline Dashboard , the exact visibility gap you hit during the weekly forecast call when data is scattered across tools.
What you get with this course
- A ready-to-use outreach cadence template.
- A calibrated lead-scoring worksheet.
- Dynamic email sequence builder.
- Integrated demo-booking workflow.
- Populated proposal template with pricing fields.
- Live pipeline dashboard configuration.
- Multi-step lead nurture workflow.
- Insights-enriched prospect sheet.
- Optimal follow-up timing rule set.
- Win-loss analysis pack.
- Quarterly review slide deck.
- Full automation playbook for team rollout.
What you will have in hand by Day 1, Week 1, Month 1
Day 1: tailored playbook in hand, outreach cadence template pre-populated for your market.
Week 1: first live pipeline dashboard feeding real-time data from your CRM.
Month 1: recurring weekly cadence operating smoothly, with automated proposals and a ready-to-share performance deck.
Before and after
Before
Your current pipeline lives in a patchwork of spreadsheets, stale CRM records, and ad-hoc email drafts. Leads sit idle for days, demo slots double-book, and proposals are recreated from scratch each time, causing missed quotas and mounting pressure from leadership.
After
After the course you have a single, automated outreach cadence, a live dashboard that updates daily, and a library of ready-to-send proposals. Your weekly rhythm runs smoothly, evidence of pipeline health is always at hand, and you can demonstrate predictable growth to leadership.
What happens if you do not address this
If you ignore this now, the next quarterly review will arrive with an incomplete pipeline view, forcing you to justify missed targets. Leadership will likely reassign your accounts, and the instability in your role will accelerate.
Who it is for
A mid-market account executive who runs a full sales cycle from prospecting to close, manages a pipeline of 30-40 active opportunities, and balances daily outreach, demo coordination, and quarterly forecasting without dedicated sales ops support.
Who this is NOT for. This is not for someone who needs a basic introduction to sales fundamentals.
How it arrives
Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.
Time investment. 6 hours of focused work spread over a week, saving an estimated 30-40 hours of manual prospecting and proposal prep.
Why $199 is the right number
A half-day consultant would charge $3,000 for a similar automation audit, generic sales certification courses run $1,200, and building this system yourself typically consumes 60+ hours of trial-and-error. At $199 you get a proven framework and ready-to-use artefacts that pay for themselves in weeks.
FAQ
Do I need a technical background to implement these automations?
No, the course uses low-code tools and step-by-step guides so you can set everything up without writing code.
Will the templates work with my existing CRM?
Yes, each artefact is built to import into major CRMs via CSV or native connectors.
How quickly will I see pipeline improvement?
Most learners report measurable lift in qualified meetings within two weeks of applying the cadence.
What if I already have some of these processes in place?
The modules refine and integrate existing workflows, ensuring you get added value without redundant effort.
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
