SDR + Account Executive Training Bundle

The Ultimate Training Package for SDRs and AEs

SDR + Account Executive Training Bundle includes six modules.

All modules include videos, quizzes and downloadable PDFs and templates.

SDR Module 1: Sales Development Fundamentals
How To Be an SDR of the Future Or Build Out a Function for Your Business
In this module you are going to learn what it takes to be a great SDR and the basics of building out a sales development function for your business.
We will cover; the fundamentals of what it means to be an SDR, how you can set up your days, weeks and months for continuous success, strategies for working with sales

SDR Module 2: How to move from SDR to Account Executive
How to Move from SDR to Account Executive - CRM Mastery and Managing Up
In this next module we will help you understand how to master the all-knowing CRM, how to manage up and what you can do to position yourself for promotion.

SDR Module 3: Getting Creative: How to use Account Based Targeting, Social Selling, and Outside the Box Campaigns to Get The Right People
You will learn; account based marketing, how to leverage social channels, how you can develop a strategy to get into large enterprise accounts

Account Executive Training Module 1: Mastering the First Meeting
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.

Account Executive Training Module 2: The “SaaS Close” Process
Increase Average Sales Prices, Shortening Sales Cycles, and Mastering the Implementation Plan – The Initial and Formal Evaluation Process
We will cover; how to present a good proposal to a prospect, what you can do to close bigger deals, how to shorten that tedious sales cycle.

Account Executive Training Module 3: Mastering the Trial Conversion Process
How to Increase Your Conversion Rates by Adding Structure to Your Process
In this module we will talk about how to master the trial process, one of the most valuable tools in your tool belt. We will help you to understand what you can start doing now to increase your conversion rates and continue to bring great customers into your business. This will be the final module in the first serious of videos on becoming a rock-star account executive.


Your Instructors


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.

Matt Lopez

Matt Lopez is the Vice President of Sales for Skaled, which helps companies optimize their sales process, people, and technology to accelerate business growth for scaling success. Responsible for Skaled’s growth-stage portfolio worldwide, he advises startups throughout the entire IPO process.

Kristen Habacht

Kristen Habacht is a sales executive in the technology space who has a history of building teams and growing companies through new client acquisition, increased account management, marketing and sales process implementation and improvement.

Bobby Alexis

Bobby Alexis has worked across the board with world renowned brands, advertisers, publishers, and international corporations small and large. He prides himself on his out of the box way of thinking and innovative approaches in driving revenue. The delivers results driven with a plethora of experience in strategic partnerships, sales, product strategy, and business development. He has expertise in framing new businesses, managing teams, as well as structuring, negotiating and implementing complex deals at the intersection of media and technology.

Micheal Hoffman

Micheal Hoffman has a passion for sales at mission-driven SaaS startups looking to change the world. Currently, he is a sales manager at Percolate - a company attempting to make history by creating the system of record for marketing. Just like what Salesforce has done for sales, at Percolate, Michael helps marketers to finally get complete visibility into their entire marketing efforts to move quicker and make better informed decisions.

Javier Rosas

Javier Rosas has been fortunate enough to have worked with great people across different continents at innovative companies. As a sales leader, and student of sales, he is dedicated to the process and even more so to the people involved.  He is passionate about building high performing teams, turning promising ideas into reality and helping people around him get better. Javier has been a top producer in every role as an individual contributor and built top teams at various stages to great success. Lead Top of the Funnel Sales (Lead Gen), Closers (Inside and Field), Sales Operations, and Customer Success teams. He specializes in Enterprise Software Sales/Saas Software and has experience selling to a wide range verticals including, but not limited to, healthcare specialties, hospitals, financial services, ecommerce, apparel, software, technology, manufacturing, agencies, universities and publishing--at all levels.  Javier also has experience in hiring, developing and retaining talented sales professionals, business development, inside/outside sales, sales training and sales process development.


Materials Included with Purchase



SDR Module 1: Sales Development Fundamentals
​How To Be an SDR of the Future Or Build Out a Function for Your Business taught by Matt Lopez
Matt Lopez
$199
SDR Module 2
How to move from SDR to Account Executive | taught by Kristen Habacht
Kristen Habacht
$199
SDR Module 3
Getting Creative: How to use Account Based Targeting, Social Selling, and Outside the Box Campaigns to Get The Right People <br>taught by Bobby Alexis
Bobby Alexis
$199
Account Executive Training Module 1
Mastering the First Meeting Taught by Jake Dunlap
Jake Dunlap
$199
Account Executive Training Module 2
Introduction – The “SaaS Close” Process<br>taught by Michael Hoffman
Michael Hoffman
$199
Account Executive Training Module 3
Mastering the Trial Conversion Process taught by ​Javier Rosas
​Javier Rosas
$199

Original Price: $1,194


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.

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