Department training
AI for Sales
Your salespeople leave with prospect briefs, follow-ups and proposal drafts running on the AI you already pay for, and a check before anything reaches a customer.
Account managers, inside sales, estimators and anyone who chases new business.
AI for Sales, in three workflows
These are where both ways of training this team start. The team, or each person, builds them on your own AI, tests them on your own examples, and keeps them.
Prospect briefs
A one-page brief on a prospect from their website, your notes and public news, with the questions to ask on the call.
Call follow-ups
Notes from a call turned into a follow-up email draft and the next steps for your CRM.
Proposal first drafts
A proposal or quote letter drafted from your template, the call notes and your price list, ready for your edit.
Together in a morning, or each person to a certificate.
Workshop · Half day (3 hours)
AI Department Workshop, Sales version
The whole team builds the three workflows above together, on your own AI, in one morning.
- Three working team workflows, built on your own AI
- A shared prompt library for the department
- An owner for each workflow and a 30-day practice plan
$2,500 for up to 15 people
Full detailsCertificate · 8 hours, weekly or two half-days
AI Productivity Certificate, Sales version
Each person builds their own: an assistant set up for their job, a tested template for every recurring task, and three workflows like the ones above, then proves them on a week of real work.
- 1Set it up right. A measured baseline and an AI assistant configured for the learner's own job.
- 2Build the library. A tested prompt template for every recurring task.
- 3Build three workflows. Three multi-step workflows running on real inputs, with a check before anything leaves.
- 4Run it, prove it. A week of live work done the new way, measured and written down.
$1,000 a seat
Full detailsWhat never goes into an AI tool
On top of your company's own rules, these are the red lines this team starts from.
Sales
- Customer payment details
- Pricing or terms a contract keeps confidential
- Anything a customer shared under a nondisclosure agreement
Plan training for Sales
Tell me about the team and I'll reply myself with dates and a plan. Taking inquiries for 2027 classes.