Sales Execution: Pipeline, Discovery & Deal Influence
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Sales Execution: Pipeline, Discovery & Deal Influence
This course is part of Sales Strategies: Mastering Complex Sales Specialization
Instructor: Board Infinity
Included with
Recommended experience
Recommended experience
What you'll learn
Build a personal sales pipeline plan aligned with quota and deal stages
Run structured discovery conversations across multiple stakeholders
Create clear problem–cost–outcome business cases from discovery insights
Deliver persona-specific demos and follow-up assets that move deals forward
Skills you'll gain
- Sales Management
- Sales Process
- Sales Development
- Influencing
- Customer Engagement
- Discussion Facilitation
- Sales Presentations
- Sales Pipelines
- B2B Sales
- Active Listening
- Consultative Selling
- Product Demonstration
- Stakeholder Management
- Persuasive Communication
- Sales Presentation
- Closing (Sales)
- Sales
- Storytelling
- Selling Techniques
- Meeting Facilitation
Details to know
March 2026
16 assignments
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There are 4 modules in this course
Strong sales performance doesn’t come from activity alone — it comes from clear pipeline ownership, sharp discovery, and the ability to guide complex conversations.
In this course, you’ll learn how experienced sales professionals manage their book of business, uncover real business problems, and move deals forward with confidence. Using practical frameworks and real-world examples, you’ll build skills in pipeline planning, stakeholder discovery, business case development, active listening, and persuasive storytelling. Across four modules, you’ll learn how to run better discovery calls, navigate multi-stakeholder conversations, turn insights into compelling business cases, and deliver demos that resonate with both technical and executive audiences. By the end of the course, you will: • Build and manage a balanced sales pipeline aligned with quota • Run deeper discovery conversations with multiple stakeholders • Translate customer conversations into clear business cases • Guide meetings using questioning, listening, and indirect influence • Deliver tailored demos and follow-ups that move deals forward This course is ideal for: • Account Executives and sales professionals with 2–5 years of experience • B2B sellers managing active pipelines and complex deals • SDRs transitioning into closing roles • Customer-facing professionals involved in discovery or demos Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored by, or officially associated with any company, organization, or certification body unless explicitly stated. The content provided is based on industry knowledge and best practices but does not constitute official training material for any specific employer or certification program. All company names, trademarks, service marks, and logos referenced are the property of their respective owners and are used solely for educational identification and comparison purposes.
This module develops ownership mindset and pipeline accountability for individual contributors managing active deal portfolios. Learners begin by designing pipelines through backward planning from quota targets, balancing inbound, outbound, and referral sources based on territory realities. The module addresses time protection strategies that ensure prospecting continuity despite delivery pressures. Qualification skills are advanced through conversational use of MEDDIC-style frameworks, helping learners identify deal viability through behavioural and organizational signals rather than rigid checklists. Learners also practice disengaging from weak opportunities while preserving relationships and reputation. By the end of the module, participants can maintain healthy pipeline composition, prioritize high-value opportunities, and invest effort where returns are most likely.
What's included
9 videos5 readings4 assignments1 discussion prompt1 plugin
9 videos•Total 64 minutes
- Introduction to the Course•3 minutes
- Backward Planning From Quota (Your Math for the Year)•10 minutes
- Balancing Lead Source for your Context•6 minutes
- Protecting Prospecting Time When You’re Busy With Active Deals•8 minutes
- Using MEDDIC-Lite in Conversations•8 minutes
- Signals a Deal Is Worth Your Time•4 minutes
- Gracefully Stepping back from Deals•5 minutes
- The 4 Pipeline Health Metrics That Matter•10 minutes
- The Weekly Pipeline Review Framework•10 minutes
5 readings•Total 55 minutes
- Syllabus•5 minutes
- Glossary •5 minutes
- Engineering a Sustainable Pipeline: Planning, Sourcing, and Time Protection•15 minutes
- Natural Qualification: Prioritizing the Right Deals Without Friction•15 minutes
- Managing Conversation Dynamics for Productive Sales Meetings•15 minutes
4 assignments•Total 105 minutes
- Designing Your Personal Pipeline•15 minutes
- Advanced Qualification That Feels Natural•15 minutes
- Pipeline Health Diagnostics•15 minutes
- Owning Your Book of Business•60 minutes
1 discussion prompt•Total 5 minutes
- Build Your “No-Panic” Pipeline Plan Today•5 minutes
1 plugin•Total 15 minutes
- Quick Course Check-In•15 minutes
This module strengthens discovery depth and analytical framing across complex buying environments. Learners conduct multi-stakeholder discovery sessions tailored to different functional roles and priorities while maintaining narrative consistency. The module develops techniques for extracting financial and operational impact data and converting conversational insights into structured business cases. Learners practice guiding customers through quantified problem definitions and responsibly handling uncertainty when reliable data is unavailable. Recovery strategies are also covered for situations where discovery was incomplete earlier in the cycle. By the end of the module, learners can transform conversations into strategic problem framing that supports stronger positioning and decision justification.
What's included
8 videos3 readings4 assignments
8 videos•Total 64 minutes
- Running Discovery With Users vs Managers vs Finance•5 minutes
- Keeping One Coherent Narrative Across Different People•11 minutes
- When Stakeholders Disagree: Who You Optimise For•6 minutes
- Pulling Numbers Out Naturally (Without ROI Interrogation)•10 minutes
- Converting Notes Into a Simple Problem → Cost → Outcome Story•5 minutes
- Walking the Customer Through Their Own Numbers•14 minutes
- Admitting “We Might Have Missed a Few Things”•6 minutes
- Re-opening Discovery After a Demo or Proposal•6 minutes
3 readings•Total 45 minutes
- Navigating Stakeholder Complexity in Discovery Conversations•15 minutes
- From Discovery Notes to Business Value Narratives•15 minutes
- Recovering and Deepening Discovery After the Deal Is in Motion•15 minutes
4 assignments•Total 105 minutes
- Multi-Stakeholder Discovery•15 minutes
- Turning Conversations Into Business Cases•15 minutes
- Fixing Shallow Discovery Mid-Deal•15 minutes
- Deep Discovery & Problem Framing•60 minutes
This module enhances interpersonal influence through disciplined listening and structured questioning. Learners apply micro-listening skills that uncover unspoken concerns related to risk, politics, or internal constraints. Question-led engagement techniques enable buyers to articulate needs themselves rather than being persuaded through assertion. The module introduces conversational flow management, helping learners maintain momentum without rigid meeting scripts. Recovery methods address misaligned or poorly structured interactions while preserving trust and credibility. By the end of the module, learners can guide productive conversations, surface meaningful insights, and influence direction without applying pressure or appearing directive.
What's included
7 videos3 readings4 assignments1 discussion prompt
7 videos•Total 57 minutes
- Micro‑Skills: Pauses, Paraphrasing, and Labelling Emotions•11 minutes
- Hearing What They’re Not Saying: Risk, Politics, and Hidden Fears•11 minutes
- Turning “Let Me Think About It” Into a Real Conversation•8 minutes
- Question‑First Selling: Asking Instead of Telling•7 minutes
- Simple Question Maps: So the Customer Walks Themselves to the Problem•10 minutes
- Opening and Closing Loops So Conversations Don't Hang Open•3 minutes
- Recovering When a Meeting Starts Badly•7 minutes
3 readings•Total 35 minutes
- Advanced Listening Techniques for Insight-Driven Sales Conversations•15 minutes
- Guiding Buyer Thinking Through Strategic Questioning•15 minutes
- Case Study•5 minutes
4 assignments•Total 105 minutes
- Active Listening That Actually Changes the Call•15 minutes
- Indirect Influence: Letting the Buyer Open the Door•15 minutes
- Meeting Flow, Not “Perfect Meetings”•15 minutes
- Listening, Questioning & Guiding the Conversation•60 minutes
1 discussion prompt•Total 5 minutes
- Run a “No-Advice” Discovery Challenge•5 minutes
This module focuses on communicating value through relevant demonstrations and narrative framing. Learners tailor demonstrations to distinct stakeholder priorities and adjust content dynamically as audience composition changes. Structured storytelling techniques help transform customer experiences into relatable value narratives supported by simple visuals rather than presentation overload. The module also teaches how to deploy appropriate proof assets such as trials, case studies, or references to reinforce credibility. Learners practice crafting concise recap communications that enable internal advocacy by customer champions. By the end of the module, participants can reinforce understanding, trust, and alignment through clear demonstration and narrative delivery.
What's included
10 videos3 readings4 assignments
10 videos•Total 57 minutes
- The Three Layers of Every Objection•9 minutes
- Single-Threaded Death Spiral: When One Hidden Objection Kills the Deal•10 minutes
- The Fatal Gap: Logic Explains, Emotion Decides•7 minutes
- Anchoring: The First Number Wins •5 minutes
- The Pricing Conversation•6 minutes
- Strategic Concessions: When to Discount, When to Hold•5 minutes
- Mutual Action Plans: The Only Close That Works in Committee Buying•5 minutes
- Trial Closes & Assumptive Language•6 minutes
- Reviving Dead/Silent Deals (30-60-90 Day Playbook)•3 minutes
- Course Closure - Gratitude !•2 minutes
3 readings•Total 45 minutes
- Tailoring Product Demonstrations to Stakeholder Priorities•15 minutes
- Structuring Persuasive Sales Narratives for Decision Alignment•15 minutes
- Delivering Credible Proof and High-Impact Deal Recaps•15 minutes
4 assignments•Total 105 minutes
- Diagnosing Objections Beneath the Surface•15 minutes
- Pricing & Negotiation Psychology•15 minutes
- Closing & Follow-Up•15 minutes
- Demos, Proof & Storytelling•60 minutes
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Frequently asked questions
No formal sales training is required. However, the course is designed for professionals with some exposure to B2B sales conversations or account management.
The frameworks and examples primarily focus on B2B sales environments, especially those involving multiple stakeholders and longer deal cycles.
Yes. You’ll learn practical approaches like MEDDIC-lite qualification, problem–cost–outcome business cases, Socratic questioning, and sales storytelling frameworks.
More questions
Financial aid available,
