Starweaver

Professional Prospecting and Client Engagement

Starweaver

Professional Prospecting and Client Engagement

Eric Zackrison
Starweaver

Instructors: Eric Zackrison

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Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Synthesize end-to-end prospecting, client engagement, and relationship management strategies to build and maintain a sustainable sales pipeline.

  • Execute multi-channel prospecting and apply BANT and TIMD frameworks to build, qualify, and prioritize a strong sales pipeline.

  • Conduct consultative needs assessments using active listening and SPIN selling to uncover customer pain points and position solutions.

  • Design account management and customer success strategies to build relationships, demonstrate value, and identify expansion opportunities.

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Recently updated!

July 2026

Assessments

11 assignments¹

AI Graded see disclaimer
Taught in English

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Build your Business Strategy expertise

This course is part of the IBM Sales Representative Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Starweaver

There are 4 modules in this course

In this foundational module, you will learn the essential skills needed to identify and initiate contact with potential customers effectively. You will learn to build precise Ideal Customer Profiles (ICPs) to focus your efforts, execute cold calling and email campaigns that generate responses, and leverage LinkedIn for social selling success. Through hands-on practice, you will develop the core confidence and techniques needed to reach out to prospects and kickstart meaningful sales conversations, building a solid foundation for your pipeline.

What's included

9 videos13 readings3 assignments2 peer reviews

In this module, you will develop critical analytical skills for researching and qualifying prospects, and then master the consultative selling techniques needed to engage them effectively. You will learn systematic approaches to gathering client intelligence, apply proven qualification frameworks like BANT and TIMD, and create territory plans that maximize your selling time. Furthermore, you will transform from a product pusher to a trusted advisor by mastering active listening, SPIN questioning, and structured discovery calls to uncover real customer needs and build trust.

What's included

14 videos11 readings4 assignments3 peer reviews1 discussion prompt

In this module, you will learn to build and maintain long-term customer relationships and professional networks that drive sustainable business growth. You will develop skills in strategic account planning, customer success methodologies, and proactive stakeholder management. Furthermore, you will master networking tactics and referral program design to systematically generate warm leads. The module covers the entire customer lifecycle, teaching you to leverage CRM systems and relationship-building strategies to turn one-time buyers into long-term partners and advocates.

What's included

9 videos8 readings3 assignments2 peer reviews

In this final module, you will synthesize all the prospecting and client engagement skills learned throughout the course into a comprehensive, portfolio-ready project. You will create a complete prospecting playbook tailored for the healthcare technology sector, demonstrating your ability to research markets, develop targeted outreach strategies, and plan systematic engagement approaches. This capstone project serves as both a learning consolidation exercise and a practical tool you can showcase to potential employers or use in your sales role.

What's included

2 videos6 readings1 assignment1 peer review

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Instructors

Eric Zackrison
Starweaver
20 Courses43,185 learners

Offered by

Starweaver

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.