Verify the signal
Identify the publisher, source, date, business change, and uncertainty before treating an account event as real.
A practical course for sales representatives, account managers, business development staff, and revenue operations professionals who need a consistent way to research accounts, test assumptions, and decide the next useful action.
Participants work from traceable evidence, separate facts from assumptions, and turn account research into a discovery plan and a complete CRM action record.
Identify the publisher, source, date, business change, and uncertainty before treating an account event as real.
Compare timing, relevance, evidence strength, and actionability without presenting a hypothesis as customer knowledge.
Prepare specific discovery questions and record the evidence, responsible role, next action, and review date.
Every session combines explanation, demonstration, supervised practice, and feedback. Exercises use standardized fictional cases and public instructional material.
| Session | Focus | Inspectable learner output |
|---|---|---|
| 01 | Recognizing account signals | Classified signal examples and a three-entry source register |
| 02 | Verifying evidence | Source-quality annotations and a corrected evidence brief |
| 03 | Prioritizing accounts | Ranked account worksheet with evidence and information gaps |
| 04 | Preparing discovery | Decision map, assumptions, and five specific discovery questions |
| 05 | Recording and acting | Sample CRM record and accountable next-action plan |
| 06 | Integrating the skills | Final account decision brief, presentation, and scored rubric |
This page does not represent the course as approved, state-endorsed, or currently reimbursable. If the course is listed in the Massachusetts Workforce Training Fund Express Course Directory, an eligible employer must submit its own application before training begins and comply with the program's current requirements.
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