Practical implementationSmall businesses and compact teamsCross-team operating practice

Preparing a sales meeting

Learn to gather context, assumptions, questions and a shared objective in the “Cross-team operating practice” specialisation. This programme for small business teams asks you to produce a sales-meeting preparation sheet, then verify meeting prepared around the prospect's actual needs. At intermediate level, you will complete an entire professional workflow independently.

Estimated workload · 10 hr 3 min · including workshops8 modules · 24 lessonsCompletion certificate

01Scope the professional assignment: sales-meeting preparation sheet3 lessons · 73 min0/3

02Gather the required evidence: sales-meeting preparation sheet3 lessons · 80 min0/3

03Design the complete workflow: sales-meeting preparation sheet3 lessons · 70 min0/3

04Produce an operational version: sales-meeting preparation sheet3 lessons · 77 min0/3

05Put the output into real use: sales-meeting preparation sheet3 lessons · 76 min0/3

06Check quality and operational limits: sales-meeting preparation sheet3 lessons · 74 min0/3

07Improve through user feedback: sales-meeting preparation sheet3 lessons · 73 min0/3

08Deliver and transfer the workflow: sales-meeting preparation sheet3 lessons · 80 min0/3

LEARN · PRODUCE · PROVE

A programme built around a professional outcome.

Start from your situation, practise a professional operation and build Sales-meeting preparation sheet · complete operational deliverable — small business teams.

Assignment

design and execute the complete workflow from start to finish while building a sales-meeting preparation sheet for small business teams

Learning case

Ateliers Nacelle — a commercial discussion being prepared responsibly

Expected evidence

meeting prepared around the prospect's actual needs

Final assessment: deliver a usable professional output and explain each production choice using the sales-meeting preparation sheet and the criterion meeting prepared around the prospect's actual needs. The certificate confirms programme completion; it is not a state-recognised qualification or CPF certification.

Your working template

A blank template and completed example to download in every lesson.

How your work will be assessed

Four explicit checks before completing your work.

Varied activities

12 workshop minutes in the first lesson, followed by audits, simulations, comparisons, calculations and decisions according to the subject.