Partnerships & Strategic Growth: Automate with AI course artwork

Scale & Business Systems · Automate with AI

Partnerships & Strategic Growth

Make your first sales hire with confidence: pick SDR, AE, fractional, or VA with the first-hire matrix, then run interviews, a 30-day onboarding playbook, ramp expectations, and compensation design.

10 lessons · 490 minutes

Before starting: A sales process that closes deals consistently without hired help

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What you walk away with

  • Decide when to make your first sales hire with a timing decision tree instead of desperation
  • Choose between an SDR, AE, fractional rep, or VA using the first-hire matrix
  • Write a sales job description and run interviews that predict performance
  • Onboard a new rep with a 30-day playbook and explicit month 1-3 ramp expectations
  • Set base plus variable compensation and manage or exit a hire that is not working
  • An automation map for one repeated handoff, with exceptions, an owner, and a review step. Every artifact saves to your workspace, so you keep it after the course ends.
  • A knowledge-check quiz and a visual walkthrough inside every one of the 10 lessons, about 8 hours of guided work.
  • Most lessons close with a checklist, template, or do-it-this-week task, so progress shows up in your work, not just in the app.
1

The Hire Timing Decision Tree

Learn when to hire your first salesperson for your small business - avoid costly mistakes by understanding the revenue thresholds, documentation requirements, and readiness checklists that ensure hiring success.

45 min
2

SDR vs AE vs Fractional vs VA: First Hire Matrix

Identify your core sales bottleneck and choose the right first hire to solve it -- whether you need pipeline generation, closing expertise, or process improvement.

55 min
3

Writing the Job Description

Learn to write a compelling, specific job description that attracts the right first sales hire for your small business -- avoid clichés and be transparent to filter for quality.

50 min
4

Interview Framework for Sales Roles

A 3-stage interview process to identify sales talent for your small business -- focusing on practical skills, not just personality, to find someone who can actually grow your client base.

55 min
5

Compensation: Base + Variable Models

Learn how to structure fair and motivating compensation plans for your first sales hire - covering base salary, variable pay, accelerators, and equity - to attract the right talent and align their success with your business growth.

50 min
6

The 30-Day Onboarding Playbook

A week-by-week plan to onboard your first sales or marketing hire, transferring your customer knowledge and sales voice so they can start generating leads independently within 30 days.

50 min
7

Ramp Expectations: Month 1-3

Learn the week-by-week framework for setting and tracking realistic performance goals for your first sales or marketing hire, so you can spot problems early and guide them to success.

45 min
8

Managing Your First Sales Rep

Learn how to effectively manage your first sales hire to drive results without micromanaging -- includes a framework for weekly 1:1s, call coaching, and performance metrics.

50 min
9

When the First Hire Doesn't Work Out

Learn to identify performance issues early, coach effectively, and make the tough keep-or-part-ways decision respectfully and professionally -- turning a difficult situation into a learning opportunity for your next hire.

45 min
10

Your Hiring Playbook

Package everything you've learned into a single Hiring Playbook that makes your next hire faster, cheaper, and more likely to succeed -- transforming you from a business owner who sells to one who builds and manages a sales team.

45 min