Paid course
PreSales Mastery
Become the presales consultant your AE asks for by name.
Course and template library in one purchase
€99 once. You get the video course, every template and every future template update.
- 22+ hours of video lessons
- All 21 templates, each as a file and as AI-ready Markdown. See all templates
- Template updates included, no subscription
Language: The course videos are in English for now, with German subtitles. German videos are in the works. Texts and quizzes are in English and German. The template files are in English.
PreSales Mastery is a video course built on The PreSales Handbook. It takes you from discovery and qualification to demos, POCs, RFx and closing, with templates for your next deal.
Who it is for
For solution consultants, sales engineers, presales leaders and account executives in B2B SaaS. It works for newcomers and for experienced people who want a structured refresh.
What you will be able to do
- Run a sales and technical discovery that finds the real pain, not just a feature list.
- Qualify hard and early, so your time goes to deals you can win.
- Build and deliver demos with Tell-Show-Tell that speak to each persona.
- Plan POCs and answer RFx requests with clear success criteria and a bid or no-bid call.
- Handle objections, develop a champion and help your AE close.
What is included
51
lessons
22+
hours of video
20+
templates and cheat sheets
10+
hours of FAQ videos
Certificate
after the final exam
Curriculum
Open a section to see its lessons. Preview lessons are free.
1.Introduction and Structure of the Course2 lessons
- Introduction to the CourseFree preview8 min
- How the course worksFree preview5 min
2.The Challenges, Solutions and Benefits of PreSales1 lesson
- The Challenges, Solutions and Benefits of PreSalesFree preview30 min
3.Buying & Selling Journey3 lessons
- Buying Journey30 min
- Buying Personas20 min
- Selling Journey20 min
4.The PreSales Mindset1 lesson
- The PreSales Mindset15 min
5.Functional & Technical Discovery & the Opportunity Scoping Document (OSD)3 lessons
6.Functional & Technical Qualification (FTQ) & the Opportunity Review Call (ORC)2 lessons
7.The Demo (Tell the Story)8 lessons
- Science behind the Demo40 min
- Demo Structure20 min
- The Demo Preparation15 min
- The Demonstration15 min
- After the Demo15 min
- Why Demos fail and how to avoid it15 min
- Presenting Onsite15 min
- Presenting Remote20 min
8.Demo Automation3 lessons
9.Return on Investment (ROI) & Value Calculation1 lesson
10.Proof of Concept (PoC) Execution1 lesson
- Proof of Concept (PoC)20 min
11.RFX Process (RFI/RFP/RFQ)1 lesson
12.Lessons Learned1 lesson
- Lessons Learned25 min
13.Competition1 lesson
- Competition20 min
14.Documentation & Knowledge Sharing1 lesson
15.Objection Handling1 lesson
- Objection Handling25 min
16.Personal Branding & the Importance of Staying Updated1 lesson
17.Metrics and KPIs for PreSales1 lesson
18.Tools & Technologies11 lessons
19.Best Practises2 lessons
20.Conclusion1 lesson
- Conclusion of the Course25 min
21.Final Mastery Quiz0 lessons
22.End-to-End Selling Journey & RACI2 lessons
23.Frequently Asked Questions (FAQ)1 lesson
- FAQ5 min
24."1000 years of PreSales" Expert Interviews1 lesson
- Expert Interviews60 min
25.AI Guidebook for PreSales1 lesson
What participants say
Taking the PreSales Mastery course was a game-changer for my career in sales. The strategies and skills I learned have not only boosted my confidence but significantly increased my effectiveness in navigating complex sales cycles. The course expertly bridges the
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gap between presales and sales, ensuring that every customer interaction is maximized for impact and conversion. It has equipped me with a robust toolkit for understanding customer needs more deeply, crafting compelling solutions, and closing deals more efficiently. This course is an invaluable asset for any sales professional aiming to excel in today's competitive market.
The Presales Mastery course is a well-constructed and truly informative course that is a great resource for all Presales professionals. As someone newer to the Presales industry, this course has formalised all the key topics that are essential for Presales
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success. It has introduced me to concepts I was completely unfamiliar with, such as Limbic persona-based selling and reinforced concepts such as Storytelling that I already value highly. Not only does the course touch on technical skills such as how to qualify hard and early and the associated tools and templates, it also provides practical tips for home office set-up, presenting in person and even how to build your personal brand. I will regularly be referring back to the tips and tricks garnered from taking this course. Regardless of how experienced you may be in your Presales or even Sales journey within the SaaS space, I highly recommend taking this course to refresh your thinking on how to approach customer interactions.
Joining the PreSales Mastery course was a transformative experience that reshaped the way I approach customer interactions and solution selling. The course offers a profound dive into cutting-edge techniques and frameworks that are immediately applicable, enhancing both the depth and
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scope of my presales engagements. Every session was packed with insightful, actionable content, tailor-made for today's fast-paced sales environments, empowering me to deliver exceptional value during the discovery process and effectively address client needs. This course is a must for any presales professional looking to elevate their impact and drive results.
More reviews
I think this course will benefit not only those new to Presales, but also new hires and anyone looking to refresh their Presales skills. Even seasoned Presales professionals will find it valuable, thanks to the integration of new elements, tools,
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and techniques, particularly relevant in the post-pandemic era and with the advent of generative AI.
Your certificate

Course trailer
Video in English (German subtitles available)
Your instructor
Dr. Johannes Hangl is a presales leader with more than a decade in B2B software. He wrote The PreSales Handbook, and the course is the handbook as he teaches it in practice.
More about Johannes30-day refund
Try it for 30 days. If the course is not worth the money for you, write within 30 days and you get a full refund. Only the payment provider's fee is deducted.
Questions and answers
How long do I have access?
Unlimited, and at least 24 months after purchase. You pay once, and lessons added later are included.
Are the templates included?
Yes. The course includes every template as a file and as AI-ready Markdown, plus all future template updates. You pay once.
Can I try it first?
Yes. Some lessons are free previews. Look for the Preview label in the curriculum.
Is there a certificate?
Yes. Pass the final exam and you get a certificate you can share on LinkedIn.
What if the course is not for me?
Write within 30 days and you get a full refund. Only the payment provider's fee is deducted.
Which language is the course in?
The course videos are in English for now, with German subtitles. German videos are in the works. Texts and quizzes are in English and German. The template files are in English.
I am looking for a job. Can I still join?
Yes, for free. Send a short message through the contact page and tell me about your situation.
Looking for a job?
Looking for a job right now? You get the course for free. Send a short message through the contact page and tell me about your situation.
Get in touchBuilt on 42 books
Show the books behind the course
- Demonstrating To Win! by Robert Riefstahl
- Great Demo! by Peter Cohan
- Look Me In the Eye by Julie Hansen
- Never Split the Difference by Chris Voss, Tahl Raz
- Nonviolent Communication by Marshall B. Rosenberg
- Rule of 24 by Bob Riefstahl, Dan Conway
- Selling Is Hard. Buying Is Harder by Garin Hess
- Doing Discovery by Peter Cohan
- Six Habits of Highly Effective Sales Engineers by Chris White
- The JOLT Effect: How High Performers Overcome Customer Indecision by Matthew Dixon and Ted McKenna
- A Mind for Sales: Daily Habits and Practical Strategies for Sales Success by Mark Hunter
- You Can't Teach a Kid to Ride a Bike at a Seminar by David Sandler and David Mattson
- When: The Scientific Secrets of Perfect Timing by Daniel H. Pink
- Mastering Technical Sales: The Sales Engineer's Handbook by John Care
- Deal Crash: The 'Growth Mindset' Sales Strategy For Transforming Your Win Rate by Daryn Mason
- Selling in a Crisis: 55 Ways to Stay Motivated and Increase Sales in Volatile Times by Jeb Blount
- Inbound Selling by Brian Signorelli
- New Sales. Simplified. by Mike Weinberg
- The Sales Acceleration Formula by Mark Roberge
- To Sell Is Human by Daniel H. Pink
- Secrets of Closing the Sales by Zig Ziglar
- The Only Sales Guide You'll Ever Need by Anthony Iannarino
- The New Strategy Selling by Robert B. Miller, Stephen E. Heiman, and Tad Tuleja
- $100M Offers: How To Make Offers So Good People Feel Stupid Saying No by Alex Hormozi
- The Greatest Salesman in the World by Og Mandino
- Dotcom Secrets: The Underground Playbook for Growing Your Company Online with Sales Funnels by Russell Brunson
- I Hear You: The Surprisingly Simple Skill Behind Extraordinary Relationships by Michael S. Sorensen
- Active Listening Techniques: 30 Practical Tools to Hone Your Communication Skills by Nixaly Leonardo
- Crucial Conversations by Kerry Patterson, Joseph Grenny, Ron McMillan, Al Switzler
- Just Listen by Mark Goulston
- The Art of Communicating by Thich Nhat Hanh
- Talk Lean by Alan H. Palmer
- Influence by Robert Cialdini
- How to Win Friends and Influence People by Dale Carnegie
- Thinking, Fast and Slow by Daniel Kahneman
- Predictably Irrational by Dan Ariely
- The Psychology of Selling by Brian Tracy
- Optimize: How to Attract & Engage More Customers by Lee Odden
- Brainfluence: 100 Ways to Persuade and Convince Consumers with Neuromarketing by Roger Dooley
- Neuromarketing: Understanding the Buy Buttons in Your Customer's Brain by Patrick Renvoise and Christophe Morin
- Likeonomics by Rohit Bhargava
- Purple Cow: Transform Your Business by Being Remarkable by Seth Godin