Sales and Business Development

What you build: your Sales Portfolio

Every lesson adds a section. Part 1 starts with Your Value Line, Ideal Customer Profile and Buying Team Map, and builds to your Account Brief and Target Account Profile.

1. 1

   Prospecting and Your Ideal Customer

   Learn who buys, why they buy and how to find them, and build a target account profile a sales manager can read.

   10 lessons

2. 2

   Cold Email and Outreach

   Write short cold emails built for busy people: a subject line, a first line about them, one clear ask and honest follow-ups.

   10 lessons

3. 3

   Discovery Calls

   Plan a first sales call that finds the real problem, checks the fit and ends with a clear next step.

   10 lessons

4. 4

   Objections, Pipeline and Follow-Up

   Answer objections honestly, keep deals moving through clear stages, and write the pipeline note a sales manager wants.

   10 lessons

5. 5

   Sales and BD Capstone

   Put the whole pathway to work for one real target role: a prospect profile, outreach, a call plan and a note to the hiring manager.

   6 lessons

A real task from lesson 1

Prospecting and Your Ideal Customer · lesson 1

Shiftloom: a staff scheduling app for independent restaurants and cafés. Drag-and-drop schedules, shift swaps with manager approval, labor cost shown against the sales forecast.

1. Shiftloom helps [who] [do what], so they [outcome].

2. Why they'd care now:

How it works

1. 1Read a few short cards.
2. 2Write the task.
3. 3Get feedback from your coach Vo, then save it to your Sales Portfolio.