Best For
- SDRs and BDRs
- Managers coaching development
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A 32-page field manual for moving from sales development to account executive work. Includes a skills gap review, manager conversations, supervised practice, evidence portfolios, interview preparation, a first-ninety-days plan, and three worksheets.
Build evidence of AE skills and prepare for the next-role conversation.
32 pages
Finished PDF playbook
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The full playbook runs 32 pages.
These 20 are the real thing, not a summary.

Page 1 / 20
This is meant to be opened while you work. The sections are concrete enough to copy, practice, adapt, and reuse during applications, interviews, calls, and weekly execution.
Timeline: When to push for promotion
Skills gap analysis framework
Shadow and assist strategies
Building your internal brand
The promotion conversation playbook
AE interview preparation
First 90 days as a new AE
Identify skill gaps against the actual role.
Align supervised practice with your manager.
Present a portfolio with clear ownership.
The sample exists so buyers can inspect the writing style, structure, and depth before purchase. If the sample feels useful, the full PDF continues with the same practical format.
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