Insight Engineering
Learn how to analyze performance data, formulate and test hypotheses, and craft compelling narratives that inform executive-level discussions.
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About the Course
Insight Engineering equips revenue leaders with the analytical and communication skills required to turn data into actionable insights. Building on foundational knowledge from Revenue Architecture and Bowtie Analytics, the course helps learners define meaningful hypotheses, apply rigorous analysis, and present coherent narratives that address the most pressing go-to-market challenges.
Rather than presenting numbers in isolation, learners will walk away with a framework for translating data into strategic conversations that align teams and support confident decision-making.
Curriculum & Learning Experience
Learners engage with a certified Winning by Design trainer in an experiential learning format that includes 6 hours of live instruction. Sessions incorporate recurring revenue frameworks applied to real-world scenarios.
Participants also receive access to our learning management platform for continued reinforcement through on-demand videos and frameworks.
Who This Course Is Best For
- CROs, VPs, and Directors of Revenue, Sales, Marketing, and Customer Success
- Revenue Operations leaders shaping strategy and measurement
- Senior contributors preparing for executive revenue leadership roles
- Leaders who want to elevate their impact with data-driven narratives
Blended Course Format
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6 hours of live instruction, delivered as one 2-hour session per week
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Live sessions conducted via Zoom video conference
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Exclusive asynchronous access to blueprints, videos, and exercises
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Industry-recognized certification upon completion
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Maximum cohort size of 25 learners to ensure interaction and engagement
Prerequisites
- Holding a leadership role (such as CEO, CRO, CFO, VP of Sales, Director of Revenue Operations, etc.) is recommended, but not required.
- Learners are best equipped for this course if they have completed the Revenue Architecture and Bowtie Analytics courses, but these are not required.
Course Details
Location
Online, delivered via Zoom
Standard Duration
3 weeks
Standard Schedule
1 live session per week (2 hours each) + online learning content
Upcoming Courses — Scheduled for Global Time Zones
Course Flow & Curriculum
Week 1: Causality Toolkit
Module 1: Causality Toolkit
Learning Objective: Delve into the causality toolkit, beginning with an in-depth understanding of the scientific foundations of consulting. Examine the practical implementation of the six models derived from Revenue Architecture and explore reasoning pitfalls, with a particular focus on distinguishing between inductive and deductive reasoning. Explore the core principles of a hypothesis, conducting a thorough examination of hypothesis-driven testing. Uncover the Pareto Principle and analyze Mutually Exclusive and Collectively Exhaustive (MECE) structures alongside issue trees.
Week 2: Client Delivery
Module 2: Client Delivery
Learning Objective: Emphasize the crucial role of top-down communication, as it serves as the cornerstone of executive interaction. Explore the art of storyboarding, a pivotal step in crafting impactful presentations.
↑ Preview the Content
Week 3: Pre-Case
Module 3: Pre-Case
Learning Objective: Explore a pre-case study to prepare you for your final case assignment. Obtain the necessary tools and insights for the final case, including a comprehensive briefing and supplementary materials.
Your Learning Journey
A clear view of how the course is delivered—from live sessions to applied practice—so learners know what to expect.
Course dates are flexible. This is for illustrative purposes only.
Get excited for the course — no action items yet.
Get situated on the online learning platform, complete any Session 1 pre-work.
Live Session – 2 hours
Covering Module 1.
Live Session – 2 hours
Covering Module 2.
Live Session – 2 hours
Covering Module 3.
Complete online certification case exercise to prove your knowledge and earn a certificate (with score of 75% or higher)!
Industry-Leading Certification in 3 Steps
Enroll
Choose the certification program that aligns with your role and goals, and secure your place in a structured learning experience built around proven GTM frameworks.
Attend
Participate in live, interactive sessions where concepts are taught, discussed, and applied through real scenarios—not lectures or slide-only walkthroughs.
Certify
Complete the certification assessment to validate your ability to apply the framework correctly, consistently, and in real GTM situations.
Proven. Trusted. Recognized.
Our work is consistently recognized by industry analysts, platforms, and practitioners
for setting the standard in modern go-to-market training.
Trusted by Revenue Teams Worldwide
Why Winning by Design Stands Apart
Open & Private Course Formats
Choose the training format that best fits your team—join open courses to build skills alongside peers, or run private sessions tailored to your specific GTM motion and priorities.
Open Courses
Learn alongside GTM practitioners from other SaaS teams in live, instructor-led sessions focused on practical skill development and shared learning.
Best for teams and individuals who want:
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Live, structured training without custom setup
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Exposure to how peers approach similar GTM challenges
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Fast access to proven frameworks and skills
Private Courses
Run focused training for your team, customized to your GTM context, customer profile, and execution challenges.
Best for teams of 8+ who need:
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Alignment across sales, success, marketing, or leadership
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Training tied directly to your real deals and customers
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Faster adoption through shared language and standards
Need group or international training?
We offer team trainings for 8+ people and deliver training across North America, Europe, AsiaPac, and Latin America — in English, German, French, Spanish, Portuguese, Chinese, and Japanese.
Frequently Asked Questions
What will I learn in this course?
In this course, learners gain proficiency in data analysis, hypothesis development, and narrative construction to support strategic discussions with executives and cross-functional leadership teams.
What is the format and duration of the course?
The course is delivered live online over a series of three, 2-hour sessions, typically with weekly live instruction complemented by asynchronous access to additional learning resources such as videos, blueprints, and exercises.
If I am unable to attend a live session, will recordings be provided?
Yes. While we recommend attending live, if possible, for the best learner experience, recordings will be provided by the course trainer following each live session.
Are there any prerequisites for this course?
Holding a leadership role (such as CEO, CRO, CFO, VP of Sales, Director of Revenue Operations, etc.) is recommended, but not required. Learners are best equipped for this course if they have completed the Revenue Architecture and Bowtie Analytics courses, but these are also not required.
How is the course delivered?
The course is delivered via live Zoom video sessions led by certified instructors, supported by asynchronous learning content available through an online learning platform.
Will I receive a certification?
Yes — learners who complete the course and any required assessments will receive an industry-recognized certification.
Can I take this course with my team?
Yes — this course can be taken as part of an open cohort or arranged privately for your team on a customized schedule by contacting us.
Is this course suitable for global participants?
Yes — Revenue Academy courses are scheduled across various time zones to accommodate global learners, and live sessions are conducted online. That said, if courses are not available regularly in your region, contact us to see if a training cohort can be arranged.
Can I apply what I learn immediately?
Yes. The course is built around practical analytical frameworks and real business scenarios, encouraging learners to apply data interpretation and storytelling techniques directly to their own revenue challenges during and after the program.
How do I register for the course?
You can register for open cohorts through the Revenue Academy schedule, or contact us to explore private team sessions.
Ready to Turn Data Into Insight That Drives Alignment?
Whether you’re preparing for executive briefings or shaping cross-functional strategy, this course equips revenue leaders to analyze, interpret, and communicate insights with confidence.
Talk with a GTM expert about your GTM growth
We’ll help you understand what’s blocking predictable revenue and recommend the best path forward for your team.
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Get clarity on the root causes slowing your growth
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Understand which GTM improvements will deliver the biggest impact
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