CFE SALES/AI
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START HERE • SDR Roadmap
Choose your route, record a baseline and follow a practical 30-day learning plan.
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01 • SDR & Appointment Setting
Practice research, calls, objections, booking and follow-up. Finish with a skills check.
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02 • Careers, Resumes & ATS
Compare roles, tailor truthful AI resumes to real jobs and prepare for interviews.
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03 • AI Script Workshop
Draft accurate scripts with ChatGPT, Claude or Gemini, then practice and improve them.
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Unlock at Level 1
04 • AI Roleplay & Coaching
Practice buyer conversations, use the QA scorecard and retry your weakest skill.
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Unlock at Level 1
05 • Dialer & CRM Toolkit
Compare Trellus, RingCentral and your CRM on workflow, features and total cost.
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Unlock at Level 1
06 • Lead Quality & Sourcing
Check lead fit, freshness, sources and exclusions before planning outreach.
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07 • Sales Process Map
Map the journey from research to a qualified meeting, with clear owners and next steps.
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08 • Practice Lab & Templates
A 12-week practice program with buyer scenarios, worked examples, templates and a tracking workbook.
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Team • CFE Outbound Playbook
CFE campaign preparation: approved offers, buyer profiles, booking and handoffs.
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Unlock at Level 1
Optional • Sales Services
Define outsourced sales scope, responsibilities and quality standards before engaging a team.
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Unlock at Level 1
Optional • 1:1 Coaching
Receive one on one support until you hit 5k a month in cold calling remotely. 90-day results guaranteed.
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