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Practical Projects

Ten Practical Projects You Build and Keep

Students learn by building. The projects run across all four Academy areas — automation, CRM, B2B lead generation, and sales — and leave you with documented work you can present.

Project Environment

Every project is a working system or a delivered document You build it, test it, document it, and present it.

The Ten Projects

Each one is built, tested, documented, and kept for your portfolio.

Project 1

Lead Capture and CRM System

Project Objective

Capture inbound inquiries from a web form and turn each one into a clean, correctly populated CRM record.

Tools Involved

Make.comWeb formHubSpot CRMEmail

Skills Practiced

Trigger configuration
Data mapping
Create-or-update logic
Duplicate prevention
Confirmation email

Expected Outcome

A working capture-to-CRM pipeline where no inquiry is lost and no duplicate record is created.

Included in:Core, Professional, Elite, Founder

Project 2

HubSpot Sales Pipeline Setup

Project Objective

Configure a professional sales pipeline that reflects how a real B2B deal actually progresses.

Tools Involved

HubSpot CRM

Skills Practiced

Deal stages and pipelines
Custom properties
Lead statuses
Follow-up tasks
Data-quality rules

Expected Outcome

A configured CRM pipeline with custom properties, defined lead statuses, and task automation ready for daily use.

Included in:Core, Professional, Elite, Founder

Project 3

AI Lead Analysis Workflow

Project Objective

Use an AI model to read available company information and return a consistent, structured qualification summary.

Tools Involved

Make.comChatGPT or ClaudeHubSpot CRM

Skills Practiced

Prompt design
Structured output
Business-size and website classification
Verification flags
Internal CRM notes

Expected Outcome

Each prospect receives a structured AI summary and a lead-quality score, with unverified items clearly flagged.

Included in:Core, Professional, Elite, Founder

Project 4

Make.com and CRM Integration

Project Objective

Connect automation directly to the CRM so records, notes, and tasks are created and updated without manual entry.

Tools Involved

Make.comHubSpot CRMWebhooks

Skills Practiced

Webhook triggers
Field mapping
Routers and filters
Error handling
Scenario documentation

Expected Outcome

A documented integration that keeps CRM data current and recovers correctly when a step fails.

Included in:Professional, Elite, Founder

Project 5

B2B Prospect Research Project

Project Objective

Build a verified target list of companies and decision-makers inside a defined market segment.

Tools Involved

Research toolsSpreadsheetsHubSpot CRM

Skills Practiced

Ideal customer profile
Industry and market selection
Decision-maker research
Information verification
CRM organization

Expected Outcome

A qualified, verified prospect list organized in the CRM, with a written rationale for the segment chosen.

Included in:Professional, Elite, Founder

Project 6

Automated Email Follow-Up System

Project Objective

Deliver the right follow-up at the right time, based on CRM status, and stop it correctly when a prospect responds.

Tools Involved

Make.comHubSpot CRMEmailScheduling

Skills Practiced

Conditional sequencing
Time-based scheduling
Status-driven logic
Stop conditions
Activity logging

Expected Outcome

A follow-up system that runs on its own, logs every touch, and never contacts a prospect after they reply.

Included in:Professional, Elite, Founder

Project 7

Complete Lead Generation and Qualification Workflow

Project Objective

Combine research, capture, AI analysis, scoring, and CRM organization into one end-to-end lead engine.

Tools Involved

Make.comChatGPT or ClaudeHubSpot CRMSpreadsheets

Skills Practiced

System architecture
Multi-scenario design
AI qualification
Lead scoring
Manual verification checkpoints

Expected Outcome

A single workflow that takes a raw market segment and produces scored, verified, CRM-ready prospects.

Included in:Professional, Elite, Founder

Project 8

B2B Sales Script and Objection-Handling Assignment

Project Objective

Write and practice the conversation itself, from opening line through price discussion and close.

Tools Involved

Sales frameworksCall recording or live practiceCRM notes

Skills Practiced

Call structure
Discovery questioning
Value presentation
Objection responses
Professional English delivery

Expected Outcome

A complete written sales script with objection responses, practiced and reviewed against the Academy’s criteria.

Included in:Professional, Elite, Founder

Project 9

Service Offer and Pricing Project

Project Objective

Package your capability into a commercial offer with defined scope, pricing, and a written proposal.

Tools Involved

Proposal templatesPricing frameworks

Skills Practiced

Problem definition
Package construction
Project and retainer pricing
Scope definition
Proposal writing

Expected Outcome

A complete service offer and client-ready proposal that states clearly what is and is not included.

Included in:Professional, Elite, Founder

Capstone

Project 10 — The Final System

The deliverable that brings all four areas together and forms the basis of your assessment.

Final Project

Final AI, CRM, B2B, and Sales System

Project Objective

Deliver one integrated system that demonstrates all four Academy areas working together, documented and presented.

Tools Involved

Make.comHubSpot CRMChatGPT or ClaudeEmailWebhooksSales frameworks

Skills Practiced

System architecture
CRM configuration
AI qualification
Outreach and follow-up
Sales conversation
Offer and pricing
Documentation
Presentation

Expected Outcome

A portfolio-grade system covering automation, CRM, lead generation, and sales, with documentation and a final presentation that meets the Academy’s assessment criteria.

Included in:Core (reduced scope), Professional, Elite, Founder

Project Scope by Package Core includes three practical projects and a reduced-scope final system. Professional includes six practical portfolio projects — including the CRM implementation project, the B2B lead-generation project, sales-call practice, and service offer development — with assignment feedback and a final project review. Elite includes everything in Professional plus individual CRM and automation reviews, personalized B2B strategy feedback, private sales-call practice, and a final project presentation. Founder Accelerator includes everything in Elite, with the projects built together in weekly one-on-one sessions. Exact project availability is confirmed at enrollment.

Build Your First Business System

Apply to the Academy and start the module sequence that leads to your final project.

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