AI for Sales
Use AI to improve prospect preparation, customer conversations and follow-through while maintaining trust and commercial judgment.
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.
Leave with something
you can use.
- Verified account brief
- outreach template
- discovery guide
- proposal outline
- sales workflow
What the review looks for
The final challenge brings the course together through practical work and review.
A path built around progress.
- 01
Lesson
Understand the concept.
- 02
Exercise
Practise with guidance.
- 03
Task
Apply it yourself.
- 04
Review
Reflect and improve.
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 certificatesCERTIFICATE OF COMPLETION
Learning worth
recognising.
AI Literacy for Everyone
Learner name · Completion date · Course title
AI Tutor