Courses
Foundational knowledge for revenue teams deploying AI infrastructure. Every course is built from real implementation experience.
New here? Start with CRM Architecture — it's the foundation for everything else.
CRM Architecture for Technical B2B Teams
A practical mini-course on designing CRM systems that actually work for engineering-led and technical sales organizations. Covers lifecycle stages, field architecture, routing logic, automation governance, and the metrics that matter. Built from real implementations, not vendor documentation.
- Design lifecycle stages that reflect how your business actually sells
- Build a field architecture that supports both reps and reporting
- Implement routing and automation rules without creating tech debt
Data Architecture for Revenue Operations
How to structure operational data so your CRM, pipeline, reporting, and forecasts are trustworthy, queryable, and scalable. Covers object models, field architecture, naming conventions, data governance, quality frameworks, reporting hierarchies, and integration patterns. The foundation every revenue team needs but rarely builds correctly.
- Design an object model that scales with your revenue motion
- Build a field architecture with consistent naming and governance
- Create relationships and reference architectures that reduce duplication
Cross-Functional Revenue Infrastructure
Build the inter-organizational infrastructure that connects sales, finance, analytics, tax, accounting, and leadership into a unified revenue engine. Covers operating rhythms, shared definitions, data handoffs, partner enablement, and the governance frameworks that turn siloed functions into coordinated execution. The playbook for operators who work across every team.
- Build a cross-functional operating model with clear ownership boundaries
- Create shared definitions and an ontology the whole revenue team uses
- Design data handoff protocols that eliminate interteam friction
Quote-to-Cash Mastery
The complete revenue lifecycle from first touch to cash collected. Master pipeline architecture, deal progression, approval workflows, invoicing logic, forecasting accuracy, and the operational infrastructure that turns leads into recognized revenue. Built from real implementations across growth-stage and enterprise organizations.
- Architect the full revenue lifecycle from pipeline to cash collection
- Design pipeline stages and deal progression rules that reps follow
- Build approval workflows and financial controls that don't slow deals
The 30-Day AI Transformation
A 5-part series that takes a legacy sales team from manual processes to AI-native operations -- one tool per week, without breaking your existing workflow.
- Clean your CRM data to the point where AI tools can actually use it
- Deploy AI-powered lead scoring that improves pipeline quality
- Set up automated email sequences with personalization at scale
Compliance Pipeline Mastery
Master the art of moving deals through regulated pipelines at speed without compromising compliance controls. Based on the compliance pipeline framework -- speed vs. risk in regulated sales.
- Diagnose where compliance bottlenecks actually live in your pipeline (hint: it is not the regulations themselves)
- Design a three-tier risk routing system that cuts cycle time by 40-50%
- Implement automated document classification that eliminates re-review loops
Renewal & Expansion Operations
Build AI-native renewal systems that detect churn signals early, automate renewal timelines, and surface expansion opportunities before customers start shopping alternatives. Based on the renewal playbook framework.
- Decompose your retention number to reveal the true cost of your current renewal process
- Build an outcome-based health scoring model validated against your historical churn data
- Implement automated detection for the three churn signals that predict failure 6-8 weeks early
All courses also included with Pro membership , $299/mo
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