Does the session work for both inbound and outbound sales teams?

Yes. The outreach and follow-up sessions are built for outbound, but the research, CRM, and proposal workflows apply equally to inbound and account management teams. We adapt the agenda based on your team's split during the pre-session brief.

What AI tools does the session use?

We focus primarily on ChatGPT (Plus or Teams) for the hands-on sessions. For teams already using tools like Otter.ai, Gong, or HubSpot's AI features, we can integrate those into the CRM and call summary workflows. Let us know your current stack in the pre-session brief.

What do participants need to prepare?

Each participant should prepare: a written description of your ideal customer profile, your product or service positioning in one or two paragraphs, three to five examples of outreach or follow-up they're happy with, and an example of the CRM notes format you use. We send a detailed brief two weeks before.

Our sales team has very different roles - SDRs, AEs, and account managers. Will the session cover all of them?

Yes. The session is structured to cover the tasks specific to each role. SDRs spend more time in the outreach session; AEs focus on follow-up and proposals; account managers get more from the research and CRM workflows. We map this in the pre-session brief.

Can we use the prompt library with a CRM like Salesforce or HubSpot?

Yes. The prompts are tool-agnostic - they work in any AI chat interface. For teams using HubSpot's AI features or Salesforce Einstein, we can show you how to adapt the prompts for use within those tools during the session.

How many people can attend?

The live session works best with 4 to 20 participants. For larger sales teams, we run multiple sessions or add a second facilitator. Very small teams of 2 to 3 people can also run the session - it moves faster and can be tailored even more specifically to your pipeline.

AI Sales Workshop Online | Live Hands-On Training for Teams

Live Online Workshop

A live, facilitated session that gives your sales team working AI workflows for outreach, follow-up, lead research, and CRM admin - built on your ICP, your product, and your tone. Everything tested on real prospects before the session ends.

Live Online Workshop

What your sales team walks away with.

The session is built around the tasks that eat the most time in a typical sales week. Each person leaves with tested workflows for the ones that matter most in their role - not a theory of how AI could help.

A faster follow-up workflow

A tested AI workflow that produces personalised follow-up emails from call notes, meeting summaries, or CRM records in under two minutes. Not a template - a process that adapts to each prospect based on what you know about them.

Outreach copy that doesn't sound like AI wrote it

Cold outreach and sequence copy built on prompts trained to your product, your ICP, and your tone. Each person leaves with a set of prompts that produces outreach they'd actually send - not generic copy they'd rewrite from scratch.

A lead research workflow

A repeatable AI process for building prospect context before a call: company situation, likely pain points, relevant triggers, and talking points in under five minutes. The kind of research that gets skipped when time is tight - now fast enough to do consistently.

CRM note and summary workflows

AI workflows for turning call recordings, voice notes, or bullet-point summaries into clean, structured CRM entries. Reduces the admin that follows every sales conversation and keeps records consistent across the team.

Proposal and quote personalisation prompts

Prompts for adapting standard proposals and quotes to each prospect's specific situation - without rewriting from scratch every time. Each proposal still gets personalised; the process just takes a fraction of the time.

A shared sales prompt library

A team-owned document of tested, role-specific prompts covering every major sales task addressed in the session. Organised by use case so everyone can find and use the prompts the following morning.

Who it's for.

The session is built for sales teams where the time cost of outreach, follow-up, and admin is measurably cutting into selling time.

Sales teams of 3 to 25 people spending too much time on follow-up, outreach copy, and CRM admin

Teams where sales reps are using AI inconsistently - some getting good results, others not sure where to start

SDRs and BDRs who need to run higher volumes of personalised outreach without sacrificing quality

Account executives whose proposal and follow-up work is eating into selling time

Sales managers who want the whole team using AI at the same standard, not just the individuals who've figured it out themselves

How the session runs.

Your ICP and product positioning go in at the start so everything built in the session is relevant to your actual pipeline - not generic sales scenarios.

Context loading

Your ICP and product go in first

Before the hands-on sessions start, each participant loads their ICP description, product positioning, and a set of recent outreach or follow-up examples. The AI learns your business before the practice begins.

Session 1

Outreach and follow-up

The first hands-on block covers the highest-volume sales writing tasks: cold outreach, sequence copy, and post-call follow-up. Each person builds prompts on real prospects from their pipeline.

Session 2

Research and proposals

The second block covers the tasks that eat time before and after meetings: lead research, call prep, CRM notes, and proposal personalisation. Each person builds at least one repeatable workflow.

Library build

Shared prompts, tested and organised

The team consolidates the best prompts from both sessions into a shared library, organised by task. Everyone has access to the same tested prompts by the end of the session.

Sample agenda.

The session runs as a half-day. The agenda is adapted based on your team's role mix and the pre-session brief, but this is the standard structure.