invitteo

Course Dashboard

Invitteo Course Dashboard

Use this page to scan the full 60-hour implementation path.

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Phase 1: Ground

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  1. Hour 1: Sales Reality Audit Understand the current state of your sales activity without judgement.
  2. Hour 2: Lead Source Audit Understand which lead sources generate actual opportunities.
  3. Hour 3: Current Pipeline Mapping Map how deals currently move through your business.
  4. Hour 4: Founder Dependency Review Identify where sales relies too heavily on the founder.
  5. Hour 5: Sales Activity Tracking Measure what currently happens weekly.
  6. Hour 6: Conversion Analysis Identify where conversion weakens.
  7. Hour 7: Offer Clarity Review Assess whether your offer is easy to understand.
  8. Hour 8: Follow-Up Review Understand how consistently leads are nurtured.
  9. Hour 9: CRM Review Assess whether your CRM supports execution.
  10. Hour 10: Sales Process Review Identify how standardised your current process is.
  11. Hour 11: Commercial Priorities Define the most important commercial priorities.
  12. Hour 12: Phase 1 Review Summarise key findings before building structure.

Phase 2: Define

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  1. Hour 13: Ideal Client Profile Define exactly who your best-fit client is.
  2. Hour 14: Offer Positioning Clarify how your offer is communicated.
  3. Hour 15: Messaging Foundations Create simple, repeatable sales messaging.
  4. Hour 16: Pipeline Design Create a clear sales pipeline.
  5. Hour 17: Qualification System Define who should move forward.
  6. Hour 18: Discovery Call Structure Create a repeatable discovery process.
  7. Hour 19: Proposal Process Standardise proposal creation.
  8. Hour 20: Follow-Up System Create a structured follow-up process.
  9. Hour 21: Outreach Structure Build consistent outbound activity.
  10. Hour 22: Kpi Design Define what metrics matter.
  11. Hour 23: Weekly Sales Rhythm Create operational consistency.
  12. Hour 24: Phase 2 Review Finalise operational structure before execution.

Phase 3: Execute

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  1. Hour 25: CRM Build Implement your defined pipeline inside your CRM.
  2. Hour 26: Pipeline Clean-Up Remove outdated or unclear opportunities.
  3. Hour 27: Lead Response System Create faster and more consistent lead handling.
  4. Hour 28: Discovery Execution Run discovery calls using your new structure.
  5. Hour 29: Proposal Execution Deliver proposals consistently.
  6. Hour 30: Follow-Up Execution Install proactive follow-up habits.
  7. Hour 31: Outreach Execution Launch structured outbound activity.
  8. Hour 32: Objection Handling Create calm, structured responses to objections.
  9. Hour 33: Forecasting Improve pipeline visibility.
  10. Hour 34: Deal Reviews Review active deals objectively.
  11. Hour 35: Reporting Rhythm Create weekly reporting consistency.
  12. Hour 36: Phase 3 Review Assess operational execution.

Phase 4: Refine

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  1. Hour 37: Conversion Review Identify the biggest conversion weaknesses.
  2. Hour 38: Message Refinement Improve clarity and relevance.
  3. Hour 39: Qualification Improvement Reduce poor-fit opportunities.
  4. Hour 40: Follow-Up Optimisation Improve follow-up timing and effectiveness.
  5. Hour 41: Pipeline Cleanliness Maintain accurate pipeline visibility.
  6. Hour 42: Sales Efficiency Reduce wasted effort.
  7. Hour 43: Offer Improvement Strengthen perceived value.
  8. Hour 44: Forecast Accuracy Improve commercial predictability.
  9. Hour 45: Team Alignment Ensure consistency if multiple people are involved.
  10. Hour 46: Sop Creation Document repeatable processes.
  11. Hour 47: Scalability Review Assess whether the system can scale.
  12. Hour 48: Phase 4 Review Review performance improvements.

Phase 5: Embed

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  1. Hour 49: Weekly Operating Rhythm Install repeatable weekly structure.
  2. Hour 50: Accountability System Create operational accountability.
  3. Hour 51: Commercial Dashboard Create visibility across sales performance.
  4. Hour 52: Sales Meeting Structure Standardise sales meetings.
  5. Hour 53: Training Documentation Prepare systems for future hires.
  6. Hour 54: Risk Identification Identify commercial risks early.
  7. Hour 55: Long-Term Kpi Tracking Create long-term measurement consistency.
  8. Hour 56: Continuous Improvement System Build operational learning habits.
  9. Hour 57: Founder Role Review Redefine the founder’s role in sales.
  10. Hour 58: System Stress Test Test operational resilience.
  11. Hour 59: Final System Review Review the full operating system.
  12. Hour 60: Embed The System Commit to operational consistency.