About the Course

Learn how to effectively lead and manage your team, with templates and tools that help you apply the key metrics that matter and develop team members’ skills.

Best for:

  • Frontline managers of SDR, AE, or Customer Success teams

Blended course format:

  • 8 hours LIVE instruction; one 2-hour session each week
  • Delivered via Zoom video conference
  • Exclusive async access to blueprints, videos, and exercises
  • Industry-recognized certification
  • Maximum number of learners: 25


$2,500 per seat
or contact us for a private course for your team


Taking the Managing for Impact course first is recommended, but not required.


Learners engage with their certified Trainer in an experiential learning format, with 8 hours of live instruction including role plays, breakouts, and recurring revenue frameworks applied to real-world situations. Each learner receives access to our learning management platform for concept reinforcement through videos and frameworks.


Revenue Metrics & Math

Revenue Metrics Through the Customer Journey

Learning Objective: Identify which metrics to track, why they are important, and how to use them to set clear and achievable goals for your team.

Revenue Math

Learning Objective: After identifying metrics, split out the metrics by channel, prioritize them, and discover next level equations.


Issue Diagnosis & REKS

Explore Issue Diagnosis

Learning Objective: Explore the what, why, and how of issues and discover approaches for effective resolution.

REKS & Accountability

Learning Objective: Discover the REKS system to ensure you’re having the biggest impact.


Metric-Based Leadership and 1:1s

Structure of 1:1 Meetings

Learning Objective: Use 1:1 meetings to help your direct reports succeed in their role by incorporating career development and aligning meeting cadence with sales velocity.

Metric-Based Leadership

Learning Objective: Utilize the proper metrics to influence, make decisions, and develop into a great leader.


Call Scorecards and “What Good Looks Like”

Call Scorecards

Learning Objective: Explore call scorecards to create a quantitative measurement for running calls effectively.

“What Good Looks Like” Creations

Learning Objective: Build, use, and create a scoring schema for a perfect call scorecard.

Ongoing reinforcement

Get the highest possible ROI on your training investment with ongoing reinforcement via our skills coaching program, library of key content and frameworks, and reporting resources.

The biweekly live sessions of our Skills Coaching program will help your reps truly master the skills they learned in this course, and create behavior change that sticks using hands-on practice and active coaching through real customer scenarios and deals.

We also offer access to our enablement content library containing hundreds of WbD videos, blueprints, research materials, frameworks, worksheets, and templates to support teams utilizing WbD’s customer-centric GTM training and methodologies. Enablement teams and managers can leverage this library to help reinforce, coach, and train your teams—improving their skills and knowledge.

Upcoming Courses

Training for 8 or more people and/or need customization?

Contact us to discuss private course options.

Training for non-English speakers?

We deliver training across North America, Europe, AsiaPac, and Latin America—in English, German, French, Spanish, Portuguese, Chinese, and Japanese.

WbD Blended Learning Course Format

Course Prep- Watch trainer intro video - LMS login and prep work 30-45 min -
Week 1- Live session 2 hours - Online learning prep 30-45 min -
Week 2- Live session 2 hours - Online learning prep 30-45 min -
Week 3- Live session 2 hours - Online learning prep 30-45 min -
Week 4- Live session 2 hours - Certification exam approx. 60 min -
*Certificates can be added to Learners Linkedin Profile | *Actual course cadence may vary

See here for the latest course schedule to sign up

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What our learners say


When you pass the exam at the end of the course, you will receive the following industry-recognized certification that you can post to your LinkedIn profile.

Certified Trainers for this course

Antoine Mandy


Training for 8 or more people?

Contact us to discuss private course options.