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  Automated Sales Intelligence

✦ Acumen Intelligence™

Stop spending hours on account research. Enter any public ticker to instantly surface executive priorities, strategic focus areas, and financial signals… so you walk into every sales conversation prepared.

Executive Priority Ranking
Analyzes earnings calls to rank where leadership is directing attention and investment.
Financial SnapshotExtracts key ratios from public filings to give you an instant financial baseline for any account.
AI Sales Co-PilotGenerates tailored outreach, buyer profiles, and talking points aligned to your account's priorities.
SalesBook

Business Acumen for Sales Success

Selling the Big Picture to Build Trust and Close More Deals

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Seeing the Big Picture

Business Acumen to Build Your Credibility, Career, and Company

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Our books are available at no charge to leaders actively evaluating business acumen training for their teams.

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Online Business Acumen Training for Everyone

Learn from the pros. 

Bridge the gap in your team's business understanding with our world-class training based on the New York Times bestseller, Seeing the Big Picture. Whether you are looking to advance your own career, align a corporate team, or equip university students for the modern workforce, our digital platform delivers elite financial literacy and strategic awareness in a format that fits your life.

Choose the delivery model that best fits your organization's goals.

 

 The Turnkey Path

Gain instant access to our standardized, elite curriculum. Perfect for individuals, university cohorts, and small businesses looking for an immediate, high-impact rollout with zero administrative or research preparation required.

The Customized Path

Transform the digital experience to reflect your exact corporate reality. We research your specific company financials, integrate your unique strategic priorities, and tailor the online application tools so your employees learn to decode your company's, competitor's, or client’s data.

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Course Content

Learn a simple framework to quickly cut through business complexities, gain a satellite view of the business, understand key business drivers and how to influence them, simplify financial statements, take advantage of opportunities to grow, and much more with the online course customized to your company.

Course I: The 5 Business Drivers®

Like the characters of an alphabet, cash, profit, assets, growth, and people combine in a multitude of ways to form the foundation of organization, products, market position, financing, human resources, and every other strategy or decision in a company.


Course II: The Financials

Simplify company financial statements and give them real-world applicability, so that you can quickly move from the “What?” to the “So What?” to the “Now What?”


Continuous Learning & Resources

Monthly Team Activities (Acumen in Action):  

Receive actionable tools, activities, and follow-up resources to help you apply your new skills and teach your teams what you’ve learned throughout your career. 

Monthly Expert Webinars (Earnings Call Labs):  

Get ongoing access to our catalog of monthly live labs, where our experts break down real Fortune 500 earnings calls so you can practice listening like an executive. 

How long does the online course take to complete?

The core curriculum consists of approximately 5 hours of instructional content. It is broken down into 10 learning modules, including 40 short films and over 2 hours of instructional videos, making it easy to digest in sittings that fit your schedule.

Is this just a series of "watch and click" videos?

No. The course is interactive, featuring 130 different learning activities, exercises, and assessments. It also includes access to discussion forums and "Acumen in Action" tools to ensure you are applying what you learn to your actual job.

Can I customize the online training for my specific company?

 Yes. While we offer a turnkey "Off-the-Shelf" version for immediate start, we also provide a Customized solution. Our consultants can tailor the content to reflect your company’s specific strategy, industry regulations (like healthcare or energy), and current financial results. 

How does this course ensure that the learning actually "sticks" once employees go back to work?

The program is built for actionable results. Participants create 2-3 specific action items at the end of class and are paired with an "accountability partner." Additionally, there are follow-up sessions designed to review the learning and ensure workplace transference. 

We want to train our whole team; is there a collaborative element to this online format?

 Absolutely. The program includes Monthly Team Activities and Monthly Expert Webinars (Earnings Call Labs). These labs are specifically designed to teach teams how to listen to and analyze real Fortune 500 earnings calls. 

Will I earn professional or university credits for completing this online?

 Yes.  For working professionals, the course is HRCI, SHRM, and NASBA certified, making it an excellent option for HR professionals and leaders looking to maintain their certifications while building business literacy. For students at partner institutions, completing this course fulfills specific curriculum and certification requirements within your academic program.