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AI Sales Workshop

Embed AI in your sales team's daily work: lead research, personalized outreach, call prep, follow-up emails, CRM updates — all AI-assisted, all practical.

Duration

1 full day

Format

Hands-on workshop + live scenarios + personalized prompt library

Starting at

$250/person

Sales teams can lift productivity with AI but most don't know where to start. This workshop teaches sales reps how to integrate AI at every stage of the sales motion: from lead research and prospecting, first email through demo, close, and follow-up. By end of day each rep walks out with a sector-specific prompt library and a daily workflow template.

  • 01B2B sales teams and sales managers
  • 02Founder-led sales founders and growth leaders
  • 03Teams looking to lift outbound and inbound pipeline productivity with AI
  • 045+ rep sales orgs scaling the sales motion

AI Sales Workshop

01

Lead research and qualification

Company research; decision-maker profile; intent signals; AI-generated brief in minutes.

02

Personalized outreach

First-touch email; LinkedIn message; follow-up sequence; A/B logic; pre-send quality check.

03

Call preparation

Discovery call brief; objection forecasting; example scenarios; demo flow; summary extraction.

04

Proposal and closing

Proposal copy; competitive analysis; negotiation support; preparing for tough decision-maker questions.

05

CRM and follow-up automation

Auto-loading meeting notes into CRM; follow-up email drafts; next-task creation.

06

Sector-specific prompt library

20+ prompts custom-built for your team's sector and target audience; live application and tuning.

07

Sales AI tool stack and workflow automation

Apollo and Clay for lead enrichment (auto-pulling company and contact data); Claude/ChatGPT for ICP analysis and target segmentation; Claude Projects for shared team prompt libraries; n8n for sales workflows (LinkedIn outreach → CRM → auto follow-up emails → Slack notification); MCP-based agents connecting directly to HubSpot/Pipedrive/Salesforce; Otter and Fathom for AI call summarization; custom Claude artifacts for pipeline analytics and forecasting; we set up workflows specific to your team's stack live in the workshop.

AI Sales Workshop

Embed AI in your sales team's daily work: lead research, personalized outreach, call prep, follow-up emails, CRM updates — all AI-assisted, all practical.

Starting at$250/person
  • 01Sector-specific sales prompt library (20+ templates)
  • 02AI-assisted daily sales workflow template
  • 03Lead research and outreach playbook
  • 04CRM integration recommendations
  • 05Completion certificate
  • 0630-day post-training Q&A access

AI Sales Workshop

Which tools are used?

+

ChatGPT, Claude as base; Apollo, LinkedIn Sales Navigator, HubSpot/Pipedrive integrations. We work on whatever stack your company runs.

Useful for junior reps?

+

Very. Junior reps quickly approach senior productivity with AI. Mixed-seniority teams get tailored exercises.

Do you handle full pipeline build after?

+

Yes — teams transitioning to the AI Sales Pipeline program get 6 months of managed pipeline. The workshop fee is credited toward that program.

Online or in-person?

+

Both. Hybrid teams can split half in-person, half online.

Which program is right?

On a 30-minute diagnostic call we assess your situation and recommend the right program — or tell you honestly if none of them fit.

Book the call