Groundwork Academy

Training that lives inside the tool people already use.

Groundwork Academy isn't a PDF nobody reads or a one-time onboarding call. It's four structured tracks — Sales Academy, Estimating 101, Financial Literacy, and the CRM Guide — built directly into the sidebar, with lesson-by-lesson progress, phase checklists, and a manager-visible completion view.

For sales & estimating reps
Sales Academy
Master consultative selling, close more deals, and earn certifications — from New Hire to Apprentice and beyond.
9 modules · 3 training phases · badges & quizzes
For anyone who builds a price
Estimating 101
How to scope a site walk, price materials and labor honestly, and present an estimate that closes at the right margin.
6 lessons · scope, pricing, margin
For owners & office managers
Financial Literacy
Read and use financial data with confidence — P&L, gross vs. net margin, cash flow, and budget vs. actual.
5 lessons · P&L, cash flow, budget vs actual
For every new hire
CRM Guide
Walkthroughs of every major section of Groundwork — the fastest way to get a new hire from zero to productive.
7 modules · navigation, workflows, best practices
Why it's built in, not bolted on

Training that shows up where the work happens.

Progress tracking, not honor system
Each track tracks lessons completed, phase progress, and — for Sales Academy — points, badges, and quizzes. Managers see who has actually finished what.
Company-specific, not generic
Sales Academy renders your own pipeline stages as its "Company Playbook," so reps train on the process they actually run, not a stock sales course.
Assigned per role
New sales hires start on Sales Academy. New estimators get Estimating 101. Everyone gets the CRM Guide. Admins choose what's required.
Book a demo

See Groundwork Academy loaded with your pipeline.

In the demo, we'll show Sales Academy's Company Playbook rendering your actual stages, not a stock example.

Book a demo→Back to resources