Audit your week
Spend one day logging where your selling hours actually go: list-building, writing outreach, updating the forecast, and mark which one you dread most.
Learning Path
Sales & Revenue
Run an AI-assisted revenue pipeline end to end: build a clean target list, personalize outreach you actually read, coach your own calls, and set a forecast you can defend to leadership.
Beginner-friendly14 modules~4h 38m total6 tools
Finish with: A HubSpot Breeze Prospecting Agent configured to monitor buying signals and draft first-touch behind a human approval gate, plus an honest comparison of Salesforce Agentforce Sales, 11x Alice, and Artisan Ava and their limits
Who this path is for
Account executives, SDRs, and revenue leaders who carry a quota and lose hours to list-building, generic outreach, and a forecast nobody upstream trusts.
You spend more time scraping and cleaning lead lists than actually talking to buyers, and your outreach reads like a template because writing 40 personalized emails a day by hand is not realistic. The forecast is a spreadsheet built on gut calls, so when a quarter slips, no one saw it coming.
Build next: Build one enriched, deduped target account list in Clay and run a personalized multichannel sequence off it, then track those deals through to a Clari forecast you can defend.
Outcomes
What you'll be able to do
- A rerunnable list-to-sequence engine: an enriched, deduped Apollo-plus-Clay account list with one real signal per account, documented as a runbook a teammate could run cold
- A three-touch multichannel sequence you drafted from real account context and coached in Lavender before send, with a daily volume cap that protects your sender reputation
- A Clari forecast you set yourself from deal inspection and the last real customer conversation, with the AI deal score treated as a signal, not the number
Curriculum
What you'll actually build
14 modules, ~4h 38m of hands-on work. Every lesson centers on one tool and ends with a deliverable you keep.
Map your selling hours and lock your ICP
A one-page time audit that names the single task to systematize first, plus a written ICP (title, headcount, industry, funding, tech stack) that drives every filter downstream
ChatGPTFree starter lesson16 min
Map your selling hours and lock your ICP
A one-page time audit that names the single task to systematize first, plus a written ICP (title, headcount, industry, funding, tech stack) that drives every filter downstream
ChatGPTFree starter lessonChatGPTAssistant
Conversational AI for writing, coding, and analysis. You work inside the real tool for all 16 minutes; the module ends when the deliverable above exists.
Build a targeted account list in Apollo.io
A 100-account list filtered to your ICP in Apollo.io, exported and ready to enrich, instead of a bought raw dump
Apollo.io22 min
Build a targeted account list in Apollo.io
A 100-account list filtered to your ICP in Apollo.io, exported and ready to enrich, instead of a bought raw dump
Apollo.ioApollo.ioSales
Sales intelligence and engagement. You work inside the real tool for all 22 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Enrich, dedupe, and budget your credits in Clay
An enriched, deduped, net-new-only list in Clay with a Data-Credits-vs-Actions budget you understand and can rerun weekly using waterfall enrichment
Clay26 min
Enrich, dedupe, and budget your credits in Clay
An enriched, deduped, net-new-only list in Clay with a Data-Credits-vs-Actions budget you understand and can rerun weekly using waterfall enrichment
ClayClaySales
AI-powered data enrichment and prospecting. You work inside the real tool for all 26 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Pull one real signal per account with Claygent
A structured signal column on every account (recent hire, funding, or case-study mention) plus a saved Claygent prompt you reuse, not a paragraph of fluff
Clay20 min
Pull one real signal per account with Claygent
A structured signal column on every account (recent hire, funding, or case-study mention) plus a saved Claygent prompt you reuse, not a paragraph of fluff
ClayClaySales
AI-powered data enrichment and prospecting. You work inside the real tool for all 20 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Sync only net-new records into HubSpot Breeze
Clean, net-new records synced into HubSpot with Breeze Assistant giving deal-specific guidance, so reps stop working stale data
HubSpot Breeze16 min
Sync only net-new records into HubSpot Breeze
Clean, net-new records synced into HubSpot with Breeze Assistant giving deal-specific guidance, so reps stop working stale data
HubSpot BreezeHubSpot BreezeSales
AI agents and assistant in HubSpot CRM for content, prospecting, and support. You work inside the real tool for all 16 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Draft a three-touch sequence from one line of context
A three-touch multichannel sequence drafted from one line of account context per prospect, personalized on a specific detail and edited in your own voice rather than shipped as-is
ChatGPT20 min
Draft a three-touch sequence from one line of context
A three-touch multichannel sequence drafted from one line of account context per prospect, personalized on a specific detail and edited in your own voice rather than shipped as-is
ChatGPTChatGPTAssistant
Conversational AI for writing, coding, and analysis. You work inside the real tool for all 20 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Coach every email before send in Lavender
A batch of outreach emails scored and tightened in Lavender inside Gmail or Outlook, plus a daily send cap you set to protect your sender reputation
Lavender14 min
Coach every email before send in Lavender
A batch of outreach emails scored and tightened in Lavender inside Gmail or Outlook, plus a daily send cap you set to protect your sender reputation
LavenderLavenderSales
AI email coaching for reps. You work inside the real tool for all 14 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Build a pre-call brief with Apollo's AI research
A one-page prospect brief (role changes, funding, product news, tech stack, last 90 days) you walk into every call with, instead of a template opener
Apollo.io18 min
Build a pre-call brief with Apollo's AI research
A one-page prospect brief (role changes, funding, product news, tech stack, last 90 days) you walk into every call with, instead of a template opener
Apollo.ioApollo.ioSales
Sales intelligence and engagement. You work inside the real tool for all 18 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Turn a live call into CRM-ready output with Gong
A Gong AI call summary with next steps and buyer signals auto-filled into the CRM using Gong's call summary and CRM auto-fill, with the next-step commitment confirmed before you leave the call
Gong22 min
Turn a live call into CRM-ready output with Gong
A Gong AI call summary with next steps and buyer signals auto-filled into the CRM using Gong's call summary and CRM auto-fill, with the next-step commitment confirmed before you leave the call
GongGongSales
Revenue intelligence platform that analyzes sales calls and emails to coach reps and forecast deals. You work inside the real tool for all 22 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Review a lost deal and rework your talk track in Gong
A reworked talk track and set of email openers built from the buyer-quiet and fumbled-objection moments in a real lost call
Gong20 min
Review a lost deal and rework your talk track in Gong
A reworked talk track and set of email openers built from the buyer-quiet and fumbled-objection moments in a real lost call
GongGongSales
Revenue intelligence platform that analyzes sales calls and emails to coach reps and forecast deals. You work inside the real tool for all 20 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Govern the quarter's forecast in Clari RevAI
Pipeline run through Clari's deal inspection and trend and risk signals, with a committed number you set yourself from rep notes and the AI deal score treated as a signal, not the answer
Clari26 min
Govern the quarter's forecast in Clari RevAI
Pipeline run through Clari's deal inspection and trend and risk signals, with a committed number you set yourself from rep notes and the AI deal score treated as a signal, not the answer
ClariClariSales
AI forecasts revenue, scores deal health, and flags pipeline risk from CRM activity data. You work inside the real tool for all 26 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Re-engage stalled pipeline, one email per deal
A set of specific, account-aware re-engagement emails, one per flagged deal exported from Clari, instead of a single blast
ChatGPT16 min
Re-engage stalled pipeline, one email per deal
A set of specific, account-aware re-engagement emails, one per flagged deal exported from Clari, instead of a single blast
ChatGPTChatGPTAssistant
Conversational AI for writing, coding, and analysis. You work inside the real tool for all 16 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Document the list-to-sequence engine as a runbook
A written runbook capturing the exact Apollo filters, Clay enrichment steps and credit budget, Claygent prompts, and ChatGPT prompts, so the engine reruns the same way each week and a teammate could run it cold
ChatGPT18 min
Document the list-to-sequence engine as a runbook
A written runbook capturing the exact Apollo filters, Clay enrichment steps and credit budget, Claygent prompts, and ChatGPT prompts, so the engine reruns the same way each week and a teammate could run it cold
ChatGPTChatGPTAssistant
Conversational AI for writing, coding, and analysis. You work inside the real tool for all 18 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Layer an autonomous SDR agent behind a human gate
A HubSpot Breeze Prospecting Agent configured to monitor buying signals and draft first-touch behind a human approval gate, plus an honest comparison of Salesforce Agentforce Sales, 11x Alice, and Artisan Ava and their limits
HubSpot BreezeCapstone24 min
Layer an autonomous SDR agent behind a human gate
A HubSpot Breeze Prospecting Agent configured to monitor buying signals and draft first-touch behind a human approval gate, plus an honest comparison of Salesforce Agentforce Sales, 11x Alice, and Artisan Ava and their limits
HubSpot BreezeCapstoneHubSpot BreezeSales
AI agents and assistant in HubSpot CRM for content, prospecting, and support. You work inside the real tool for all 24 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Free gets you started today. Pro unlocks all 8 paths when checkout opens, no card and no charge until then. See what Pro unlocks
Start here
Your first three actions
- Pull a 100-account target list in Apollo.io filtered by title, headcount, and tech stack
- Enrich and dedupe that list in Clay, then sync only net-new records to HubSpot Breeze
- Draft a three-touch email sequence in ChatGPT from one line of context per account
Workflows you'll actually run
- Build a clean target list end to end: pull raw contacts in Apollo.io, enrich and dedupe them in Clay, and push only net-new records into HubSpot Breeze so reps stop working stale data
- Review a lost deal in Gong: find the call moments where the buyer went quiet or raised an objection you fumbled, then rework the talk track before the next one
- Sanity-check the quarter in Clari: flag deals with no recent activity or a slipping close date, then draft a specific re-engagement email for each stalled one in ChatGPT
Common traps
Where people go wrong
Letting Clay or Apollo.io write the whole cold email and sending it at scale unread
Read a sample batch of the generated lines before every send and cap daily volume so one bad prompt doesn't burn your domain reputation.
Treating Gong and Clari's deal scores as the forecast instead of a signal
Use Clari's roll-up and Gong's risk flags to pick which deals to inspect, then set the committed number yourself from rep notes and the last real customer conversation.
Your first week
Your 7-day starting plan
A practical first week to get one real workflow running. Not a full roadmap, a place to start.
Pick one task
Choose the single most repetitive item from that log, most likely building and cleaning target lists, and commit to that one instead of trying to fix everything at once.
Build the list
Pull a 100-account list in Apollo.io filtered by title, headcount, and tech stack, then enrich and dedupe it in Clay and sync only net-new records to HubSpot Breeze.
Test on real deals
Run that list into a live three-touch sequence, drafting each email in ChatGPT from one line of context per account, and read every line yourself before anything sends.
Sharpen the message
Open a recent stalled or lost call in Gong, find where the buyer went quiet or you fumbled an objection, and rewrite your talk track and email openers for the next batch.
Document the flow
Write down the exact Apollo.io filters, Clay steps, and ChatGPT prompts you used so the list-to-sequence process runs the same way each week without rebuilding it from memory.
Decide what scales
Sanity-check the quarter in Clari, flag deals with no recent activity, and decide whether to point the same workflow at more accounts or at re-engaging the stalled ones.
Progress signals
How you know you're improving
- Your ChatGPT sequence drafts need fewer edits before they read like you actually looked at the account.
- You build a clean, deduped list in Clay and Apollo.io without hunting for the steps, because you know the process cold.
- Your Clari number stops surprising you, because you inspected the shaky deals in Gong before the forecast was due.
Explore other paths
Not sure this is your path?
The starter lesson is free, so open it and see. Or take the free assessment: it reads where your comeback stands and recommends the comeback course to start with.