Module 7 of 7 (Onboarding) 90 Day Sales Blueprint
(Part 2 of 2) - Organizational Risk Analysis and Risk Management
(Part 1 of 2) - Organizational Risk Analysis and Risk Management
Decision Making and Problem Solving
Organizational Leadership
Developing Requirements For Any Project
(Part 2 of 2) - Implementing Change in Organizations
(Part 1 of 2) - Implementing Change in Organizations
(Part 2 of 2) - Acing Any Job Interview
(Part 1 of 2) - Acing Any Job Interview
Putting All the Customer Service Pieces Together
Engaging With Customers Online
Engaging With Customers by Phone
How to Interact with Customers
Building Great Customer Relationships
Communicating with Customers Effectively
Onboarding New Customers
Customer-Focused Innovation
Mapping the Journey of Your Customers
Customer Experience (CX) Management
Nobody Likes Yesterday's Intelligence
Emotional Intelligence (EI) in Leadership Development
Creating, Categorizing, and Assigning Key Performance Indicators (KPI’s)
Creating and Leveraging Customer Surveys
Implementing a Customer Advisory Board
Employee Net Promoter Score (eNPS)
How To Handle Difficult Customers
Building Measurable Key Performance Indices (KPI's) for Any Intelligence Program
Turning Information into Intelligence
Primary and Secondary Research Gathering Methods
Business War Gaming
Organizational and Individual Blind Spots
(Part 1 of 2) - Implementing a Win/Loss Intelligence Program
Product Launch Decisions in One Month or Less
Step-by-Step Building of a Balanced Scorecard
Strategic Business Planning (A to Z)
Using Social Media for Competitive Intelligence
Implementing a Customer Retention and Loyalty Program
(Part 2 of 2) - Implementing a Win/Loss Intelligence Program
Top Reasons Intelligence Programs Fail – And How to Avoid Them
Understanding and Applications of Porter's 4 Corners, 5 Forces, and 6 Forces
Understanding and Applications of SWOT Analysis
Managing Employee Social Media
Understanding and Applications of Cost Benefit Analysis
Understanding and Applications of Six Sigma & Lean Six Sigma
Performing Package Selections Internally
ROI Calculations for Implementing a Win Loss Program
(Part 2 of 2) - Implementing a Product Viability Intelligence Program
(Part 1 of 2) - Implementing a Product Viability Intelligence Program
Intelligence for Sales Enablement
How Firms Leverage Text Analytics and Sentiment Analysis
Net Promoter Score - It Isn't About Just One Question
Implementing a Trade Show Intelligence Program
10 Steps to Implement a Customer Management Intelligence Program
Put the “R” Back in Your CRM
Ethics and Legalities for Intelligence Programs
Implementing a Competitor Analysis Intelligence Program
Facts From 200 Organizations on Their Intelligence Programs
5 Pillars Every Intelligence Program Needs
What is Competitive Intelligence (CI) and What It Should Include

Subject Matter Expert (SME) Roadmaps & Certificates

Our Subject Matter Expert (SME) training roadmaps are designed to provide flexible learning paths that align with a wide variety of roles and responsibilities across today’s organizations.

Below you will find our current SME roadmaps. You may choose to take a single course to strengthen a specific skill, complete a select group of courses to deepen your expertise, or follow an entire roadmap to earn certification. Each path is structured to support your professional growth and help you apply intelligence-driven practices in your role.

We are continually expanding our course library to ensure our training remains current, practical, and aligned with evolving business needs. New courses are added regularly, existing Subject Matter Expert (SME) roadmaps are enhanced, and new learning paths are introduced to reflect emerging trends and best practices.

We encourage you to check back often, as our Course Management Team is consistently developing new courses, tools, and downloadable templates to support your ongoing professional growth and success.