About this course
Build a repeatable outreach and follow-up system for B2B or local sales roles. We focus on qualification questions, CRM hygiene, and closing conversations that feel consultative.
You will leave with scripts, weekly planning templates, and metrics to track improvement. Ideal for career starters and account executives resetting their process.
Syllabus
- Module 1: Foundations & Expectations – Overview of the spreadsheet interface, basic navigation, and workshop goals.
- Workbook Navigation & Formatting – Best practices for organizing data, using freeze panes, shortcut keys, and formatting cells cleanly.
- Core Excel Formulas – Essential mathematical functions including
SUM,AVERAGE,COUNT, and relative vs. absolute cell referencing. - Logical Functions – Practical application of
IF,AND, andORstatements to automate basic decision-making logic. - Module 2: Guided Practice & Feedback – Hands-on exercise sessions applying concepts to real-world scenarios with direct feedback.
- Data Search & Lookups – Mastering
VLOOKUP,XLOOKUP, andINDEX/MATCHto combine and retrieve data across sheets. - Data Cleaning Techniques – Handling missing data, removing duplicates, and using text functions (
TRIM,CONCAT,LEFT,RIGHT). - Conditional Formatting – Highlighting trends, outliers, and key status updates visually based on custom rules.
- Data Validation Tools – Creating drop-down lists and setting input restrictions to maintain data consistency.
- Module 3: Final Assignment & Next Steps – Completing a practical end-of-course project and preparing reusable templates.
- PivotTables & Summaries – Aggregating large datasets efficiently to summarize metrics without complex formulas.
- Basic Business Visualization – Creating clear column, bar, and line charts tailored for administrative and executive reports.
- Building Reusable Reports – Designing structured spreadsheets that can be updated effortlessly with new periodic data.
- Portfolio & File Sharing – Preparing downloadable sample files to attach to job applications as proof of capability.
