COURSE 04 · BY ROLE

AI for Sales

Use AI to improve prospect preparation, customer conversations and follow-through while maintaining trust and commercial judgment.

15 lessons4-5 hours + sales challengeCertificate of completion
YOUR LEARNING PATH

15 lessons. A practical outcome.

Open a lesson to see what your team will learn.

01Where AI Fits in the Sales Cycle

Map prospecting, discovery, proposals, negotiation and account growth. Identify suitable support tasks and conversations where human understanding matters most.

02Define Your Ideal Customer Profile

Use approved business information to describe customers, problems and buying contexts. Challenge assumptions and avoid inventing evidence of demand.

03Prospect Research & Source Checking

Build a prospect brief from public, verified sources. Separate facts from hypotheses and capture publication dates, links and unanswered questions.

04Prepare Account & Stakeholder Maps

Organise known roles, possible interests and buying steps. Mark inferred influence clearly and avoid fabricating relationships or personal details.

05Personalised Outreach That Sounds Human

Draft relevant emails based on a real business problem and verified context. Review tone, accuracy and company outreach rules before any message is sent.

06Discovery Questions & Active Listening

Prepare open questions about needs, impact and decision criteria. Practise follow-up questions that respond to the customer's answers instead of following a rigid script.

07Sales Conversation Simulations

Role-play meetings with a sceptical buyer, busy sponsor or technical stakeholder. Receive feedback on clarity, listening, relevance and the next step.

08Objection Handling With Evidence

Explore objections about price, timing, trust and integration. Build responses using approved evidence and recognise when the honest answer is a limitation.

09Proposals & Value Narratives

Turn confirmed needs into a proposal with scope, outcomes and assumptions. Keep prices, capabilities and delivery commitments aligned with approved offers.

10ROI & Business-Case Support

Build a transparent value model with sourced inputs and explicit assumptions. Check calculations and test scenarios rather than presenting estimates as guaranteed returns.

11Follow-Up & Relationship Management

Draft meeting summaries, next steps and useful follow-ups. Verify agreements and avoid excessive or misleading personalisation.

12CRM Notes & Pipeline Hygiene

Convert authorised notes into structured fields, next actions and unresolved questions. Flag uncertainty and require review before writing to live records.

13Account Growth & Renewal Planning

Summarise authorised account information to identify service needs and expansion hypotheses. Check that recommendations reflect customer value and verified history.

14Build Your Personal Sales Workflow

Create a repeatable process from verified research to meeting preparation, reviewed follow-up and CRM notes. Define approved inputs and human checkpoints.

15Final Challenge: Prepare & Run an AI-Assisted Sales Cycle

Use a fictional account to produce a prospect brief, outreach draft, discovery simulation, proposal outline and follow-up. Revise the package after feedback from a simulated buyer.

TAKE IT INTO WORK

Leave with something
you can use.

  • Verified account brief
  • outreach template
  • discovery guide
  • proposal outline
  • sales workflow

What the review looks for

Research qualityrelevancelisteningtruthful claimsfinancial accuracyappropriate data useclear next steps

The final challenge brings the course together through practical work and review.

THE LEARNING JOURNEY

A path built around progress.

  1. 01

    Lesson

    Understand the concept.

  2. 02

    Exercise

    Practise with guidance.

  3. 03

    Task

    Apply it yourself.

  4. 04

    Review

    Reflect and improve.

RECOGNISE THEIR PROGRESS

Practical skills.
A certificate to show it.

Complete the assigned learning, submit the practical challenge and meet the agreed review requirements. Recognise that achievement with a certificate of completion.

Your programme brief confirms the requirements, reviewer and certificate delivery before you begin.

About certificates
AI Tutor.ILLUSTRATIVE CERTIFICATE

CERTIFICATE OF COMPLETION

Learning worth
recognising.

AI Literacy for Everyone

Learner name · Completion date · Course title
YOUR NEXT STEP

Bring this course to your team.

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