Business · Sell and grow
Sales Process Starter: sales training and a repeatable sales process
Six lessons built on BLS, SBA, FTC, FCC, ACMA and ICO guidance: a repeatable sales process, qualifying, discovery, proposals with AI help, outreach rules and a weekly pipeline review.
About this course
Sales training for small business: a repeatable sales process.
Starter · About 1.25 hours of learning · 6 lessons · 16 quick checks · 1 download
Who it's for
Owners, founders and staff who sell for a small business in the US, Australia, the UK or elsewhere, including people with no sales training.
How it works
6 guided lessons in your browser, with worked examples, exercises and a quick check after each lesson. Progress is saved in this browser only, and you can restart at any time.
Sources we rely on
23 published sources, mostly regulators and official bodies, listed below so you can check the original guidance yourself.
By the end you can
- Describe the seven stages of a sales process and map your own
- Write a best-fit customer profile and qualifying questions
- Run a discovery conversation and use AI note-takers only with consent
- Draft proposals with AI help that contain only claims you can support
- Check outreach against US, Australian and UK email and phone rules
Downloads
- Sales process kit .xlsxSeven-stage process map, best-fit profile and qualifying questions, discovery question bank, proposal checklist, outreach rule check (US, AU, UK) and a weekly pipeline tracker.
Rules by country
Learning time
About 1.25 hours of learning. May count towards your CPD or professional development; check your professional body's rules. Estimated from reading time, exercises, quick checks and downloads.
Sources
Check the originals.
Drafted with AI assistance and run through automated quality and source checks. How these courses are made. Spotted an error or out-of-date rule? Send a correction.
General education only, not legal, tax, financial, securities or investment advice, and no promise of income or results. Rules differ by country and change; check the official sources linked in each course and talk to a qualified adviser about your situation.
- Wholesale and Manufacturing Sales Representatives: What They Do · U.S. Bureau of Labor Statistics
- Marketing and sales · U.S. Small Business Administration
- Market research and competitive analysis · U.S. Small Business Administration
- AI for small business · U.S. Small Business Administration
- Generative Artificial Intelligence Profile, NIST AI 600-1 · National Institute of Standards and Technology (US)
- Recording Telephone Conversations · Federal Communications Commission (US)
- Guidance on privacy and the use of commercially available AI products · Office of the Australian Information Commissioner
- Guide to the UK GDPR: lawful basis · Information Commissioner's Office (UK)
- Advertising and Marketing Basics · Federal Trade Commission (US)
- FTC Announces Crackdown on Deceptive AI Claims and Schemes · Federal Trade Commission (US)
- Consumer Reviews and Testimonials Rule: Questions and Answers · Federal Trade Commission (US)
- False or misleading claims · Australian Competition and Consumer Commission
- CAN-SPAM Act: A Compliance Guide for Business · Federal Trade Commission (US)
- Complying with the Telemarketing Sales Rule · Federal Trade Commission (US)
- Q&A for Telemarketers & Sellers About DNC Provisions in TSR · Federal Trade Commission (US)
- FCC Makes AI-Generated Voices in Robocalls Illegal · Federal Communications Commission (US)
- Declaratory Ruling FCC 24-17: Implications of Artificial Intelligence Technologies on Protecting Consumers from Unwanted Robocalls and Robotexts · Federal Communications Commission (US)
- Avoid sending spam · Australian Communications and Media Authority
- Electronic mail marketing (PECR) · Information Commissioner's Office (UK)
- Telephone marketing (PECR) · Information Commissioner's Office (UK)
- Do Not Call Register · Australian Communications and Media Authority
- Dealing with telemarketing · Australian Communications and Media Authority
- Buyer's Remorse: The FTC's Cooling-Off Rule May Help · Federal Trade Commission (US)
Publisher
Who publishes this course.
Published by trainyourself.org, a trading name of Combine TRS Pty Ltd (ABN 42 112 983 678), Brisbane, Australia.
How it's made: drafted with AI assistance from published official business and regulator guidance, then run through automated quality checks against our course depth standard and automated source checks that match each rule to its official source, listed above. Read how these courses are made.
Last updated:
General information, not tax, accounting, legal or professional advice. Spotted an error or an out-of-date rule? Send us a correction.
Keep going
More in Sell and grow.
-
Clear Email Desk: AI email writing for business: clear emails, replies and short reports, with a person checking
AI email writing for business: brief AI for plain emails, reply to customers and suppliers, write short reports, stop payment scams and build a prompt pack.
-
Honest Help Desk: AI for customer service: faster, honest answers to questions, complaints and reviews
AI for customer service: build an answer bank, run a chatbot with disclosure and a human handoff, handle complaints and refunds and respond to reviews honestly.
-
Reply-Worthy Outreach: AI for sales: prospecting, cold emails and follow-ups with AI, inside the rules
AI for sales: research prospects without scraping, write a cold email template worth a reply, plan follow-up emails with stop rules and avoid the spam folder.
Opening soon
Waitlist opening soon.
We're not collecting sign-ups yet. When the waitlist opens you'll be able to leave your email here to hear about new courses and tracks. Until then, the open courses need no sign-up.