Account Executive Training Module 1

Mastering the First Meeting Taught by Jake Dunlap

Introduction – Mastering the First Meeting

The one meeting that separates good from great sales representatives

If you are already an account executive, congratulations on your success! If you are still an SDR keep pushing, and we are going to help you get there.

In this module we will talk about the fundamentals of running a great first meeting. That first meeting can often mean a difference between winning and loosing. So we will help insure you will understand what you can do to separate yourself from the pack.

Includes videos, quizzes and downloadable PDFs and templates.


Your Instructor


Jake Dunlap
Jake Dunlap

Jake Dunlap is the CEO & Founder of Skaled, which helps companies optimize their sales process, people, and technology to accelerate business growth for scaling success. As a C-level sales leader and entrepreneur with more than a decade of experience, he has developed and led high-performing sales and operational functions for both global 2000 organizations and start-ups, specializing in building out repeatable, sustainable processes. Since launching Skaled in 2013, Jake has been a highly sought-after industry thought leader, quoted by Forbes, Inc., Huffington Post and VentureBeat.


Course Curriculum


  Intro to AE Module 1
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  Lesson 1: What Is Sales Anyway?
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  Lesson 2: Prep and Getting Ready for The First Meeting
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  Lesson 3: Core Sales Process Structure
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  Lesson 4: Start The Meeting - Build Rapport and Set The Agenda
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  Lesson 5: Discovery Pro Tips
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  Lesson 7: World View Alignment - Why This is More Important Than Your Demo
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  Lesson 8: Running A Good Demo
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  Lesson 9: Closing and Keeping Momentum During The Deal
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  Lesson 10: The Common Issues That Come Up In Meeting One - Price, Proposal, and Send Me Something
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  Lesson 11: Picking Up and Reengaging Stalled Conversations After The First Meeting
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!