AE Training Missions

Complete these four missions in order to master the workflows that save you 45+ minutes per account on research, pipeline management, and deal execution.

Before You Start

Make sure your organization has Global Context configured. Account Intelligence relies on your company profile and context documents.

Your Missions

Mission 1: Master Account Research

Run Account Intelligence, map stakeholders, and prep for calls in 5 minutes.

Start Mission 1

Mission 2: Build Your Pipeline

Create deals, set values, and move opportunities through stages.

Start Mission 2

Mission 3: Leverage AI for Selling

Use Copilot for research, generate AI emails, and leverage meeting transcripts.

Start Mission 3

Mission 4: Close Deals Faster

Track deal velocity, keep pipeline current, and export deal summaries.

Start Mission 4

Skill Progression

Mission	Skill	Time to Complete
1. Account Research	Run intelligence, map stakeholders, pre-call prep	15 min
2. Pipeline	Create and manage deals across stages	10 min
3. AI Selling	Copilot queries, AI email, transcript review	15 min
4. Closing	Velocity tracking, deal updates, export summaries	10 min

Prerequisites

• Access to graph8 studio with the Accounts module enabled
• At least one target account added to your workspace
• Global Context configured for your organization

Need the full reference?

These missions focus on hands-on practice. For the complete AE capability overview, see the Account Executive Training reference page.