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BUSINESS · INTERMEDIATE · NEW

Sales Conversations for Founders

Run honest, structured sales conversations that help the right buyers decide, from first contact to signed deal, handover and referral.

This course gives founders a practical, non-manipulative sales process: define who you should sell to, reach them within consent and anti-spam rules, and run discovery calls that uncover the problem, its impact, the budget and how the decision will be made. You will practise demonstrating value, answering common objections and writing proposals with clear next steps, then manage a simple pipeline, close without pressure, hand new customers over well and earn referrals.

  • 4modules
  • 12lessons
  • 3h 39mof material
  • Oct 2026last updated
Clearwork course teamWritten and maintained by the Clearwork business curriculum team

What you will be able to do

  • Define an ideal customer profile from your best existing customers and use it to qualify prospects
  • Prospect through channels and messages that respect the consent and anti-spam rules of your buyers’ countries
  • Run a structured discovery call that uncovers problem, impact, priority, budget and decision process
  • Answer price, timing, competitor and “send me info” objections honestly and agree clear next steps
  • Manage a simple pipeline with buyer-defined stages, a weighted forecast and a respectful follow-up cadence

Who it is for

  • Founders and co-founders of early-stage B2B companies who still lead sales themselves
  • Consultants, agency owners and freelancers whose income depends on turning conversations into clients
  • Technical or product-minded founders who find selling uncomfortable and want a clear, ethical method

Before you start

  • A product or service you already sell, or are ready to sell, to businesses or professional buyers
  • Notes or memories of a few past sales conversations, won or lost, to analyse during the exercises
  • A spreadsheet or simple CRM to track prospects and deals

Curriculum

4 modules · 12 lessons · 3h 39m

Module 1Who to Sell to and How to Reach Them3 lessons · 52 min

Reframe selling as helping a buyer decide, define your ideal customer profile from evidence and prospect in ways that respect people’s time and the law.

  1. Selling as helping a buyer decideReplace pitching with a process that helps buyers understand their problem, compare options and make a decision they will not regret, even when the decision is no.14 min · free preview · worked example · exercise
  2. Defining your ideal customer profileBuild an ideal customer profile from evidence about your best customers and turn it into simple qualification criteria.18 min · worked example · exercise
  3. Prospecting ethically and within the rulesFind and contact potential buyers in ways that respect consent and anti-spam rules, which differ by country, and that people are glad to receive.20 min · worked example · exercise
  4. Module quiz4 questions with explanations
Module 2The Discovery Call3 lessons · 54 min

Plan and run discovery calls with a clear agenda and open questions, uncover the problem, its impact and priority, and map the budget and decision process.

  1. Planning the discovery call and its agendaPrepare for a discovery call, open with an agreed agenda and use open questions to understand the buyer’s situation before you present anything.16 min · worked example · exercise
  2. Uncovering problem, impact and priorityMove from symptoms to the underlying problem, quantify its impact with the buyer and test whether solving it is a priority now.20 min · worked example · exercise
  3. Budget and the decision processDiscuss budget openly and early, and map who is involved in the decision, the steps it will go through and the timeline.18 min · worked example · exercise
  4. Module quiz4 questions with explanations
Module 3Value, Objections and Proposals3 lessons · 58 min

Demonstrate value tied to the buyer’s problem, handle common objections honestly and write proposals that lead to a clear decision.

  1. Demonstrating value, not featuresStructure demos and presentations around the buyer’s problems, show the shortest path to their outcome and check understanding as you go.18 min · worked example · exercise
  2. Handling objections honestlyTreat objections as information, use a simple four-step method and answer price, timing, competitor and “send me info” objections without pressure.22 min · worked example · exercise
  3. Proposals and next stepsWrite short proposals that reflect the buyer’s problem, offer genuine options and make the decision and next steps easy.18 min · worked example · exercise
  4. Module quiz4 questions with explanations
Module 4Follow-up, Pipeline and Closing3 lessons · 55 min

Follow up with a respectful cadence, run a simple pipeline and forecast, close without pressure, hand new customers over well and earn referrals.

  1. Follow-up that respects the buyerPlan follow-up with a clear cadence, add value in every message and know when to stop.15 min · worked example · exercise
  2. Pipeline stages and simple forecastingDefine pipeline stages by buyer actions, track a few metrics and build a weighted forecast you can trust.20 min · worked example · exercise
  3. Closing without pressure, handover and referralsAsk for a clear decision respectfully, hand new customers over so they get value quickly, and earn referrals by delivering results.20 min · worked example · exercise
  4. Module quiz4 questions with explanations

Included downloads

  • Cheat sheetDiscovery call cheat sheet

    A one-page guide to preparing, opening, running and closing a 30-minute discovery call.

  • WorksheetObjection-handling worksheet

    Prepare honest responses to your most common objections with the acknowledge, clarify, respond and check method.

  • TemplateSales pipeline and forecast template

    Track deals by buyer-defined stages, calculate a weighted forecast and review your pipeline every week.

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