Sales and negotiation
FoundationsSmall 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 beginner level, you will understand the essential concepts and complete a guided first professional task.

Estimated workload · 7 hr 39 min · including workshops8 modules · 24 lessonsCompletion certificate

LEARN · PRODUCE · PROVE

A programme built around a professional outcome.

Start from your situation, practise a professional operation and build Sales-meeting preparation sheet · guided diagnostic and first working version — small business teams.

01

Assignment

describe the situation and test one carefully scoped decision while building a sales-meeting preparation sheet for small business teams

02

Learning case

Ateliers Nacelle — a commercial discussion being prepared responsibly

03

Expected evidence

meeting prepared around the prospect's actual needs

Final assessment: explain the decision and deliver a correctly annotated first example 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.

04

Your working template

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

05

How your work will be assessed

Four explicit checks before completing your work.

06

Varied activities

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