Ask any sales leader where quota goes to die and the answer is never "talking to customers." It dies in the other twenty-five hours: account research, personalized outreach that is neither personalized nor sent, proposal drafting, CRM updates, and call prep done in the parking lot. Sellers know AI could absorb most of it; almost none have been shown how, so adoption is a patchwork of one rep's clever prompts and another's abandoned free trial.
This workshop turns the patchwork into a system. Sales teams learn a coherent AI-assisted selling workflow, research to outreach to meeting to proposal to follow-up, hands-on, using their own live accounts.
What will participants learn?
- Account and prospect research at depth and speed: from an hour of tab-hopping to minutes of structured briefing
- Outreach that earns replies: AI-drafted, seller-refined messaging that sounds like a person because a person finished it
- Call preparation and follow-up: pre-call briefs, live-note synthesis, and same-day follow-ups that reference what was actually said
- Proposals and business cases: first drafts in minutes, seller judgment where it matters
- Pipeline discipline: CRM hygiene and deal-review preparation with AI carrying the clerical load
Who is this workshop for?
B2B sales teams, account managers, inside sales groups, and revenue operations. Sales leadership should attend; the workflow only sticks if managers inspect for it.
What formats are available?
Half-day or full-day corporate delivery, on-site or virtual, strongest when run on your real accounts and your real CRM. Organizations ready to automate the top of funnel entirely should look at AI sales development agents; the workshop is the human-capability layer that makes such automation land well.
How do you book it?
Request a workshop quote with team size and your sales stack; all programs are in the workshop catalogue.
Frequently asked questions
Will this make our outreach sound robotic?
The opposite is the design goal: AI produces the researched draft, the seller adds judgment and voice, and the volume of genuinely tailored outreach goes up because the grunt work went away.
Does it integrate with our CRM and sales tools?
Exercises adapt to your stack; list your tools in the quote request and the hands-on segments will use them where access permits.
How fast does this show up in pipeline?
Research and outreach workflows are usable the next morning; teams typically see activity quality improve within the first weeks, with pipeline effects following your normal cycle length.