AI for Sales & Business Development
Learn how to use AI for prospect research, lead generation, personalized outreach, proposals, meetings, negotiations, and sales productivity.
Course Overview
Course Modules Module 1: Introduction to AI for Sales Topics Covered Introduction to Generative AI AI in modern sales AI-powered sales workflows AI tools for sales professionals AI capabilities and limitations Human vs AI-assisted selling Responsible AI usage Module 2: AI for Lead Generation & Prospecting Topics Covered Identifying potential customers Ideal Customer Profile (ICP) Lead research Prospect qualification Company research Industry research Lead prioritization Building prospecting workflows Module 3: AI for Customer & Market Research Topics Covered Customer research Industry analysis Competitor research Account research Customer pain points Buying signals Market intelligence Research summarization Module 4: AI for Sales Outreach Topics Covered Cold emails LinkedIn outreach Personalized messages Follow-up sequences Sales introductions Industry-specific messaging Personalization at scale Outreach optimization Module 5: AI for Sales Presentations & Proposals Topics Covered Proposal creation Sales presentations Executive summaries Solution positioning Value propositions Scope and deliverables Proposal personalization Sales collateral Module 6: AI for Meetings & Sales Conversations Topics Covered Pre-meeting research Meeting preparation Discovery questions Customer needs analysis Objection handling Meeting summaries Action items Post-meeting communication Module 7: AI for Negotiation & Closing Topics Covered Understanding customer objections Objection-response frameworks Negotiation preparation Value-based selling Pricing conversations Closing strategies Deal-risk analysis Follow-up strategies Module 8: AI for CRM & Sales Productivity Topics Covered CRM data preparation Lead summaries Sales activity summaries Pipeline analysis Follow-up prioritization Sales reporting Account planning Sales productivity workflows Module 9: AI for Sales Analytics & Decision Making Topics Covered Sales data analysis Pipeline analysis Conversion trends Customer segmentation Sales forecasting support Identifying sales opportunities Performance insights AI-assisted decision making Module 10: Final Capstone Project Develop an AI-Powered Sales & Business Development Workflow including: Ideal Customer Profile Prospect research Lead qualification Personalized outreach Follow-up sequence Sales proposal Meeting preparation Objection handling Pipeline analysis
Learning Outcomes
Use AI across the sales lifecycle
Research prospects and identify potential leads
Create personalized sales outreach
Develop proposals and presentations faster
Prepare for customer meetings and negotiations
Prerequisites
Participants should have: -Basic understanding of sales or business development -Basic computer and workplace productivity skills -Familiarity with customer communication and sales processes -Interest in using AI for sales and business growth -Access to an AI tool such as ChatGPT, Claude, Gemini or Microsoft Copilot Learn how to use AI across the sales and business development lifecycle—from prospect research and lead generation to personalized outreach, proposals, meetings and follow-ups. Build practical AI workflows that help sales teams save time, improve communication and accelerate business development.
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