Course Catalog

Structured learning paths that build real capability โ€” not dependency on consultants.

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Courses in development. Join Office Hours to learn these topics live while we build the self-paced versions.

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UCV Framework Deep Dive

Master the Unified Customer View โ€” the foundation of organizational visibility. Learn to design and implement a UCV that transforms how your team sees relationships.

Intermediate
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Value Path Deep Dive

Understand the 8 stages of relationship progression from Audience to Champion. Learn to recognize signals, design transitions, and build systems that support natural progression.

Intermediate
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12 Complexity Traps

Identify and escape the patterns that keep organizations stuck. From the Leads Trap to the Dashboard Trap โ€” learn to recognize them in your own operations.

All Levels
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HubSpot Architecture (Advanced)

Advanced Customer Value Platform configuration. Custom objects, complex associations, pipeline architecture, and data model design for multi-org operations.

Advanced
Coming Soon
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AI-Native Operations

Build AI systems that follow your methodology, not training data defaults. Enforcement skills, agent design, and the architecture that makes AI-native operations possible.

Advanced

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Office Hours sessions cover all of these subjects live, with direct access to practitioners who have built these systems. Free to attend.

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