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Master consultative selling, close more deals, and earn your certifications.

Sales Academy renders your own pipeline as its Company Playbook, then walks every rep through three training phases — Foundations, Execution, and Mastery — with points, badges, and quizzes along the way.

9 modules · 3 phases · 0–100 points · 15 badges
Company Playbook

The stages a rep is actually trained on — because they're the stages you run.

Before a single lesson opens, Sales Academy shows the rep your real pipeline stages, each with a plain definition of what "done" looks like at that stage. This is generated from your own configured pipeline — not a generic sales-course example.

1
New Lead
The inquiry is acknowledged, assigned, and ready for contact.
2
Intro Call
The customer and representative agree on the appropriate next step.
3
On-Site Consultation
The property, desired result, stakeholders, and constraints are documented.
4
Estimate Development
A complete and internally approved solution is ready for review.
5
Estimate Presentation
The customer has reviewed the scope, options, and investment with a representative.
6
Decision Pending
The open concern has an owner, action, and due date.
7
Won
The final outcome and handoff or loss context are complete.
8
Lost
The final outcome and handoff or loss context are complete.
Training Phases

Three phases. Nine modules. One certification path.

Phase 1 · Foundations

Master the mindset, the process, and the discipline of discovery.

The bedrock of every sale — before a rep ever quotes a price, they learn how to think like a consultant, not a salesperson.

The Company Way of Selling
The consultative mindset behind every stage of the pipeline — why "understand the problem" comes before "pitch the solution." This module is generated from your own playbook, so the framing matches how your company actually sells.
Module 1 · ~35 min · Beginner
Core Buying Reasons
The handful of real reasons a homeowner or property manager actually says yes — and how to surface the true one on the intro call.
Module 2 · ~20 min · Beginner
Discovery Discipline
A repeatable framework for the on-site consultation: property, desired result, stakeholders, and constraints — captured every time, not just when it's convenient.
Module 3 · ~25 min · Beginner
Phase 2 · Execution

Site walks, scoping, estimating, and proposals that close at the right margin.

This is where selling meets the actual math of the job — the same math Estimating 101 covers in depth, applied under sales conditions.

Running the Site Walk
What to measure, photograph, and ask on-site so the estimate that follows doesn't need a second visit.
Module 4 · ~30 min · Intermediate
Scoping Without Scope Creep
Where to draw the line on what's included — and how to price the "maybe" items as clear add-ons instead of silent assumptions.
Module 5 · ~20 min · Intermediate
Estimating at the Right Margin
Applies Budget & Rates' burdened-cost math to real proposals — why "competitive" and "profitable" are not the same number.
Module 6 · ~25 min · Intermediate
Delivering the Proposal
How to present options (not just one number), frame the investment, and set up the decision conversation before you leave the room.
Module 7 · ~20 min · Intermediate
Phase 3 · Mastery

Close confidently, hand off cleanly, and turn happy clients into ongoing revenue.

The final phase covers what happens after the proposal — objections, the decision conversation, and the handoff that keeps a won deal from becoming a support problem.

Objection Handling
"Too expensive," "let me think about it," "I got another quote" — reframes for the objections that actually show up at Decision Pending.
Module 8 · ~25 min · Advanced
Closing & Clean Handoff
How to move a Won deal into Operations with nothing lost in translation — plus the AAR-style review every closed deal (won or lost) gets, so the team gets sharper over time.
Module 9 · ~20 min · Advanced
Certification path

New Hire → Apprentice → Journeyman → Certified.

Every completed module earns points. Every phase completion unlocks a badge. Reps can see exactly how many points stand between them and the next rank — a small mechanic that turns "required training" into something people actually finish.

Other Academy tracks

Estimating 101
The pricing math behind Phase 2, in depth.
Read more →
Financial Literacy
For reps who move into a management track.
Read more →
CRM Guide
Where a new rep starts on day one.
Read more →
Sales module
The pipeline this playbook is generated from.
Read more →
Book a demo

Load your real pipeline into Sales Academy.

A specialist will show the Company Playbook rendering your actual stages, not a stock example.